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Our Client Services

ClearFocus provides a much-needed structure for important financial planning decisions that everyone has to make today and tomorrow. Financial success is meeting the needs of today and the opportunities and risk of tomorrow. 

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

  • Individualized Financial Plans
  • Dynamic Asset Integration
  • Cash Flow Management
  • Debt Management
  • Income Maximization
  • 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
  • Education Loan Assessment

Estate Planning


Risk Mitigation & Management

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

Debt Management & Financing

  • Navigate and Evaluate Debt Options
  • 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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