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Financial SolutionsMade Clear

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
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Financial clarity for a prosperous tomorrow.

Combined Experience

50+ Years

in the financial sector

Partner With Us

Clear Your Path to Financial Freedom

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®.

MSPFP®

Master of Science in Personal Financial Planning™

MPAS®

Master Planner Advanced Studies™

CRPS®

Chartered Retirement Plans Specialist™

CRPC®

Chartered Retirement Planning Counselor™

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DISCOVER

We partner with you to understand your financial goals.

SET GOALS

We believe in a goal based foundation for comprehensive financial planning & investing.

INVEST & REVIEW

We create a customized portfolio to meet your objectives.

Our Services

Explore What We Offer

Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Risk Management | Education Planning | Cash Flow Management | Business Planning | Insurance Planning

Tax Planning

Income tax planning
Investment tax planning
Retirement tax planning
Estate tax planning
Business tax planning
Tax-efficient investment strategies
Tax credits and deductions optimization

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Investment Management

Portfolio analysis and optimization
Asset allocation and diversification
Investment selection and monitoring
Risk management and mitigation
Performance reporting

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Retirement Planning

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

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Education Planning

College savings planning
Education savings account
Tax-advantaged education savings strategies
Planning for post-graduate education
Investment selection for education savings plans

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Why Choose Clear Wealth Strategies

Experience Financial Clarity

Experienced financial advisors with a proven track record of success

Professional

Expert guidance from experienced and knowledgeable financial advisors

Trusted

We build long-term relationships with our clients based on trust and integrity.

Technology

Take your investments to the next level with cutting-edge technology solutions.

Secure

We prioritize the security and protection of your assets and personal information.

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Our Team

Meet Your Advisors

Jason Layland

Financial Advisor

David W. Culp

Financial Advisor

Gary Hay, MSPFP

Financial Advisor

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Make an Appointment

Get in touch with us today and take the first steps towards your financial goals:
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Our Services

Hours

  • 9 AM - 5 PM, Monday - Friday

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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