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Clear Retirement Solution


Changing the way people think about their finances by providing trustworthy advice rooted in the belief that unique circumstances require unique solutions.

The world of retirement is becoming a bigger challenge.  Taking Social Security at the wrong time can cost you thousands over your lifetime.  Having the wrong medical coverage can lead to devastating medical bills or long-term care costs.  Spending too much early can lead to struggles when a spouse dies.  Meanwhile the threat of taxes and inflation are always looking to erode your savings.  The burden of retirement falls heavier on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone.

The Clear Retirement Solution is a holistic approach to proactive retirement planning. It consists of five steps that incorporate our company’s commitment to 3 hallmarks: fiduciary, transparency and technology. Through our planning process, you’ll be confident that we’ve given careful consideration to asset allocation and risk, income planning, asset maximization, healthcare strategies, legacy planning and tax strategies.


1. Selecting a Financial Services Professional

Step One explains our role as financial service professionals and introduces you to the Clear Retirement Solution.

2. Fact and Feeling Finding

Step Two encompasses detailed questions about your financial well-being. This begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback to approach your specific situation.

3. Strategy

Step Three incorporates three hallmarks of our company: fiduciary, transparency and technology.  Our Strategy Session is designed to help get you organized so you can see what your retirement income could look like, the strengths & weaknesses of your plan, and if there are strategies to make your taxes more efficient.

4. Recommendations and Implementation

Step Four uses technology to determine if there are parts of your strategy that include creating new accounts or purchasing new financial products. We utilize forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities to make this process as easy as possible.

5. Ongoing Relationship

Step Five addresses your long-term success and incorporates adjustments as you deal with potential life changes or desired modifications. Helping you thrive with a Clear Retirement Solution goes beyond any initial recommendation and is based on our ongoing commitment to your retirement goals and objectives.