Standing by What’s Right for You.
We believe in comprehensive, flat-fee financial planning and investment management that meets your unique personalized needs.
Our specialty is helping you create an agile financial plan that leaves no stone unturned. Together, we look at your immediate financial needs, short- and long-term goals, and the unique challenges you face to chart your financial future. Our objective is to help you achieve financial success.
Our Investment Philosophy
What is the best way to ensure you have an investment management program you can trust? Simple—we build it for you! At Clear Prosperity, we don’t use other manager’s models. We also take care to position assets with tax considerations like long-term gains and income in mind. This allows us to mitigate gain and income liabilities other financial professionals ignore. We have developed our own strategies informed by our unique world view, and we are not afraid to take a position and stand by it. We gladly put our reputation on the line because we believe in what we’re doing. We choose the right tools and the best way to use them to create an investment management approach that makes sense for you, and we take responsibility for the results. That is the CLEAR approach.
Our Planning Process
Specific to you. Your custom-crafted financial plan, created by a CERTIFIED FINANCIAL PLANNER™ Practitioner, follows a comprehensive process for success.