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ClearFocus provides a much-needed structure for important financial planning decisions that everyone has to make today and tomorrow. Financial success is a delicate balance of meeting the needs of today and the opportunities and risk of tomorrow. This can only be done through ongoing holistic Financial Planning.

Our recommendations are based on the balanced application of academic research and practical applications.

We can help you execute a sound financial program utilizing the following products and services

Financial Planning

  • Indvidualized Financial Plans
  • Dynamic Asset Integration
  • Monte Carlo Simulation
  • Cash Flow Management
  • S.S. Maximization & Timing
  • Healthcare Funding

Investment Management

  • Volatility Management
  • Downside Risk Controls and Upside Captures
  • Academically Engineered Portfolios
  • Democratized Institutional Money Management
  • Active Asset Allocation Management

Retirement Planning

  • Segmented Income Planning
  • Individualized Income Strategies
  • Withdrawl Order Planning
  • RMD Management
  • Asset Location Strategies

Education Planning

  • Aid Strategies
  • Career, Major and College Alignment
  • Funding Strategies

Estate Planning

  • Exemption Maximization
  • Gifting Strategies
  • Asset Protection Strategies
  • Asset Distribution Strategies

Risk Mitigation & Management

  • Advanced Insurance Design
  • Modified Endowment Planning
  • Key-Man Insurance
  • Property & Casualty
  • Disability Planning

Debt Management & Financing

  • Navigate and Evaluate DebtOptions
  • Review Implications of Factors that Impact the Cost of Debt
  • Integrate Financing Options and Decision Making into Your Financial Plan

Now is the time to determine a clear path for financial success using personalized, independent and ethical financial planning, though traditional and alternative wealth building strategies.

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