Our experienced Financial Advisors create a specific investment strategy tailored to meet your individual financial needs.

Wealth Accumulation: Building Your Net Worth

Wealth is the accumulation of resources beyond what may be currently needed. Its measure is often very confusing, which is not surprising. Often people measure their wealth in relation to others within their socio-economic group. This habit may explain why many very wealthy people by historical standards often perceive themselves as less well off than the general public might perceive them. Really, wealth is a very subjective term. Arguably, most of our clients, friends and associates are pretty well off in relation to most other people in the world. Consider yourself fortunate! Philosophy aside, it still makes sense to build some personal wealth, either for retirement, college educations, endowment reasons, or just plain personal security. Because the yardstick for measuring wealth may be different just as people are different, we at Clearview suggest a holistic approach to help our clients personally define their level of wealth.

Talk to us about principal protection, growth, risk and strategy so that we might help you in your personal goals!


Retirement Planning: Growth Phase, Income Generation

In planning for retirement our first objective should be to “get real”. Many of us are just not all that prepared to replace our working income in a comfortable retirement. It’s kind of like losing weight, we know what we need to do to get there, and we just don’t have the discipline and focus to achieve our goal. Clearview Investment Partners, LLC can help get you there. Give us a call so we can talk.


Estate Planning: Leaving a Legacy

Are your financial affairs in order?

Some of the major estate planning tasks include: Creating a will, limiting estate taxes by setting up trust accounts in the name of beneficiaries, establishing a guardian for living dependents, naming an executor of the estate to oversee the terms of the will, creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s, setting up funeral arrangements, establishing annual gifting to reduce the taxable estate, setting up durable power of attorney (POA) to direct other assets and investments

Let Clearview Investment Partners, LLC assist you with this so that it is not so overwhelming.


College Planning: Education

Helping you fund college through 529 college savings plans & more.

Careful college planning and dedicated financial commitment can be your long-term allies in combating this escalating future obligation. Our financial planners specialize in helping you and your family navigate the wealth of choices out there such as 529 college savings plans. Private College tuition and fees have risen 10-fold from 1978 to 2008 compared to medical cost of 6-fold and cost of living at 3-fold over the same time period.