Create Your Path To

Financial Freedom

Stop worrying about running out of money—start building your financial future today.

Customizable wealth management solutions, because your goals are as unique as you are.

Portfolio Management
Life Insurance Strategies
Variable Annuities
Fixed Index Annuities
Alternative Investments
Wealth Management Solutions

PORTFOLIO MANAGEMENT >

Managing a portfolio effectively requires thoughtful strategy and ongoing attention to detail. With a focus on risk management, asset allocation, and long-term growth, we aim to help you navigate your financial journey with confidence and clarity.

Life Insurance Strategies >

Life insurance is a key component of a comprehensive financial plan. By assessing your current financial situation and long-term objectives, we help identify strategies that provide peace of mind and ensure your loved ones are cared for when it matters most.

Variable Annuities >

With a variety of investment options and income strategies, we help you evaluate how a variable annuity might fit into your overall plan. Our goal is to offer insights that enable you to understand how these products can complement your financial objectives and manage both risk and reward.

Fixed Index Annuities >

Fixed index annuities provide a way to secure a guaranteed return, while also allowing for potential growth based on market performance. We'll help you understand the features of these annuities, such as protection from market downturns and the opportunity for higher returns linked to index performance.

Alternative Investments >

Alternative investments can offer diversification and potential growth outside traditional market assets. Whether it’s real estate, private equity, or commodities, we provide guidance on integrating these options into your broader investment strategy.

A legacy built on trust, integrity, and client-centered financial solutions.

Years of Experience
0 +
As of March 28, 2025
0 M+ AUM
Clients Served
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Welcome to Clear Financial Partners®. We empower our clients and associates in their journey to achieve their unique vision of Happiness.

*See disclosures here regarding accolades and recognitions.

Take control of your financial future

By living out our values every day, we demonstrate our unwavering commitment to your financial well-being, ensuring that our practice aligns with our promises.

The next step is yours. Let's move forward.
1
Call or visit our office
Let's start by getting acquainted with one another, you can call us to schedule an appointment or simply walk-in
2
Meet your financial advisor
Once we've had the opportunity for an introduction, we can talk about your unique situation and goals
3
Stay on course
If you've decided on a plan with us, our commitment together will ensure we guide you throughout your financial journey

Getting started with us is easy!

And we’re here to keep you on track.

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Why do our clients choose us?

Verification

We provide clients with impartial validation of their financial choices.


“Am I doing things the right way?”

Insight

Offering fresh perspectives that clients may not have explored.


"Are there adjustments
I should be considering?"

Trusted Partner

With over 25+ years of business supported by strong client relationships.

Loyalty

Our commitment to your success drives everything we do. Experience the difference of dedicated, client-focused care.

Be Your Best

We commit daily to growth, excellence, and personality responsibility, recognizing that today’s best is the foundation for tomorrow’s greatness.

Be the Diamond Standard

We set the highest standard through resilience, humility, coachability, and continuous refinement, becoming rare and exceptional by design.

Respect the Journey

We honor each individual’s unique path with compassion, agency, and authenticity, leading with understanding before seeking to be understood.

Every Minute Counts

We maximize the value of every moment for ourselves, our clients, and our company — respecting the time as the ultimate currency of life.

Forge the Path Together

We achieve lasting success through collaboration, collective strength, and the shared building of a stronger road for all.