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Our Mission


A Passion for Stewardship

We assist clients in retirement planning based on biblical financial principles. Our clients receive a comprehensive overview of their financial portfolio and we teach them how to achieve their financial goals and spend life well. It is our mission to teach principles that improve stewardship and investment.


A Passion for Teaching

You’ll find us committed to financial education with the heart of a teacher. Biblically-wise advisement is our primary focus. Our unyielding commitment is to teach the principles we use to steward finances. We believe our clients deserve to understand how our products can serve their lifestyle and goals.

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Who We Are

We are a team of advisors who assist our clients in retirement planning based on biblical, financial principles. With God’s Word as our guideline, we help clients see a clear picture of how to wisely invest in today and save for tomorrow.

Our primary goal is to build a trusted, long-term relationship with you. We can show you who we are, what we value, and how we can help you with your investments, financial planning and insurance needs.

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How We Work

At ClearVista, we provide a comprehensive overview of your financial portfolio and teach you how to work toward your financial goals.

After we assess your financial history and needs, we'll make recommendations on sound investments and financial planning principles.

Are we the right fit?  Let's find out.

We offer a no obligation phone conversation. We'll learn about your financial goals and see if we're a good match.