At ClearVista Financial, we are dedicated to guiding you through your financial journey with integrity, education, and a commitment to responsible stewardship. As your trusted financial planning partner, we focus on helping our credit union members make informed financial decisions that align with their values and goals.
Who We Are
Our team of dedicated advisors believes that effective financial planning should be grounded in sound principles. We empower you to gain a clear understanding of how to invest wisely today while planning for a secure tomorrow. Our primary goal is to build a trusted, long-term relationship with you, ensuring that you navigate your financial landscape with confidence
Our Commitment to You
Passion for Financial Literacy
At ClearVista, we are committed to financial education. Our advisors prioritize teaching you the principles of responsible financial management, ensuring that you understand how our services can enhance your lifestyle and aspirations.
Passion for Stewardship
We assist clients in retirement planning based on sound financial principles. Our comprehensive approach provides you with an in-depth overview of your financial portfolio, teaching you how to meet your financial goals while living well.
Comprehensive Financial Services
Your financial journey is unique, and at ClearVista Financial, we offer a wide range of services tailored to your needs. Here’s a snapshot of what we provide:
- Financial Planning: Personalized strategies to help you achieve your financial objectives.
- Retirement Plan Advisory: Expert guidance to prepare for a secure and fulfilling retirement.
- Insurance Coverage Evaluation: Comprehensive assessments to ensure you have the right protection in place.
- Active Investment Management: Proactive management of your investments to maximize growth potential.
- Tax Strategies: Smart approaches to minimize tax liabilities and enhance your wealth.
- Debt Counseling: Support to help you manage and reduce debt effectively.
- Social Security Strategies: Guidance on optimizing your Social Security benefits.
- Planned Giving Advisory: Assistance in creating a legacy through strategic giving.
Educational Resources
We believe that informed clients make better financial decisions. Explore our selection of educational videos to enhance your financial literacy and stay informed about key topics on our YouTube Channel.
Retirement Planning: The Ultimate Vacation
Ever wish planning for retirement felt as easy as planning your dream vacation? In this video, we break down how you can approach your retirement with the same excitement and care that goes into planning a getaway.
Traditional IRA vs. Roth IRA
Which is right for you? Are you trying to decide between a Traditional IRA and a Roth IRA for your retirement savings? In this video, our financial advisor breaks down the key differences and advantages of each option, helping you make an informed choice that aligns with your financial goals.
When Should You Start Saving for Your Kid's College Fund?
Wondering when to kick off your child’s college savings? The answer is simple: start as soon as possible! In this video, we’ll discuss why early savings is crucial and how it can make a significant difference in reaching your financial goals.
Monthly Market Update: September 2024
On the first Thursday of the month, financial advisors Mark Trice & Jesse Hamilton host the ClearVista Financial Perspectives, where they share an update on the financial markets, offer professional advice, and discuss strategies to manage your wealth well.
Feel free to check back regularly for new content to support your financial education! More videos can be found on our ClearVista YouTube Channel and our Spend Life Well YouTube Channel.
ClearVista Financial YouTube Channel
Spend Life Well YouTube Channel
Get Started
Experience the ClearVista difference and take control of your financial future. As a valued member of the credit union, you have access to our expertise and resources designed specifically for you. Explore further how we can partner with you on your financial journey by visiting our main site. Together, we’ll build a brighter financial future.
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Contact us today or fill out the form below to schedule a complimentary consultation. Together, we can develop a personalized plan that aligns with your values and aspirations.