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An investment adviser (RIA) or investment advisor (IA) representative may only transact business in a state if first registered, or if it is excluded or exempt from state registered investment adviser or IA registration requirements as appropriate. Follow-up and/or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of an investment adviser or IA rep, a consumer should contact their state securities law administrator.
MSFS
TIM CLAIRMONT
™
WEALTH ADVISOR, FOUNDER & CEO
25
of industry experience and his passion for helping others have resulted in international recognition in the financial community. Learn what makes Tim love what he does.
over
years
Watch Tim Clairmont's Speech
at the Million Dollar Round Table
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. Members become eligible for Top of the Table after generating six times the production requirement. Specific production requirements increase annually, and members must reapply each year.
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ClearFP HAPPINESS HAPPENING!
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At Clear Financial Partners, your success matters to us and we love to share the many ways our clients are empowered to live their fullest lives.
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The ClearFP Journey
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WE DELIVER THE MESSAGE, SO IT'S NICE AND CLEAR
There's An App for That!
Learn financial principles that can quickly be implemented to help create your unique vision of Happiness.
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Appreciation Events
We love treating our clients to exclusive adventures to show our appreciation.
You can be part of the fun too!
ClearFP
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EDGE
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Employs Modern Portfolio Theory to develop a strategic buy-and-hold asset allocation, placing special emphasis on how investments work together.*
*Click Here for Full Disclosures
ALPHA
ClearFP
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Combine efforts with top industry money managers to provide a more detailed scrutiny of security selection, asset allocation, and market timing.
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ClearFP
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IMPACT
Designed with the socially responsible investor in mind for those who want their dollars to have a positive impact on the world.
ClearFP Client Appreciation Levels
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We value our clients and strive to always provide the best level of service. Depending on client level, we offer educational workshops, review appointments, and opportunities for you to invite your friends and family to join.
Diamond Level
$1,000,000+ Invested
Ruby Level
$500,000+ Invested
Opal Level
$250,000+ Invested
Pearl Level
Less than $250,000 Invested
™
Diamond
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Quarterly review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
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Invitations to exclusive Diamond level events
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Invitations to Ruby and Opal level events
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Invitations to educational workshops
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Monthly financial and economic educational mailings
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Weekly economic updates via email
$1,000,000+ Invested
Ruby
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Semi-annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
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Invitations to special Ruby level events
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Invitations to Opal level events
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Invitations to educational workshops
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Monthly financial and economic educational mailings
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Weekly economic updates via email
$500,000+ Invested
Opal
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Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
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Invitations to special Opal level events
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Invitations to educational workshops
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Monthly financial and economic educational mailings
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Weekly economic updates via email
$250,000+ Invested
Pearl
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Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
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Weekly economic updates via email
Less than $250,000 Invested
ClearFP Gives Back!
Learn About The Ways We Support Our Community with Our
Dollars and Minutes
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Every month we select one organization with an important cause to help them raise awareness and funds for the incredible work they do!
Help us fill the Give-O-Meter!
Make a donation to this month's charity or share our progress on social media.
 Tim_edited |  Group before run |  163F3722- |  Make a wish photo |
|---|---|---|---|
 Lunch17-179 |  Lake Oswego Run 05.2015 011 |  Hoy6GqGiGAJpEcDP2lVxci_9pUK-ixLYabk1VyiC |
ARE YOU ready to ELEVATE Your
FINANCIAL ADVISING PRACTICE?
Over the past two decades, Tim Clairmont has become a self-made multi-millionaire with multiple businesses in the financial services and insurance industry. Now, Tim shares his best practice management strategies with advisors around the world through his ClearFP Advisor Program.
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