in the financial sector
At Clear Wealth Strategies, we are dedicated to providing our clients with expert financial advice and personalized solutions to help them achieve their financial goals. Our team is comprised of highly qualified financial advisors with advanced degrees and multiple professional designations, including MSPFP, MPAS®, CRPS®, and CRPC®.
Master of Science in Personal Financial Planning™
Master Planner Advanced Studies™
Chartered Retirement Plans Specialist™
Chartered Retirement Planning Counselor™
Income tax planning Investment tax planning Retirement tax planning Estate tax planning Business tax planning Tax-efficient investment strategies Tax credits and deductions optimization
Portfolio analysis and optimization Asset allocation and diversification Investment selection and monitoring Risk management and mitigation Performance reporting
Retirement savings planning Social Security analysis and optimization Pension plan analysis Retirement income planning Tax planning for retirement Healthcare planning for retirement Estate planning for retirement
College savings planning Education savings account Tax-advantaged education savings strategies Planning for post-graduate education Investment selection for education savings plans
Experienced financial advisors with a proven track record of success
Expert guidance from experienced and knowledgeable financial advisors
We build long-term relationships with our clients based on trust and integrity.
Take your investments to the next level with cutting-edge technology solutions.
We prioritize the security and protection of your assets and personal information.
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Contact Our Experienced & Knowledgeable Financial Advisors
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-deal, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors INC, a Registered Investment Advisor. Clear Wealth Strategies and Cambridge are not affiliated.
We are registered to offer securities in the following states: CA, AZ, CO, FL, GA, HI, IA, IL, LA, MD, NJ, NV, OH, NC, OK, OR, SC, SD, TN, TX, UT, WA, WV.
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