Understanding Today’s Financial Environment
Welcome, we are financial professionals with offices throughout Central Texas. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (512) 381-1510.
At ClearVista Financial, we truly value our community. Sharing your time, talent, and resources with those in need is an important part of spending life well. Check out these sites to find volunteer opportunities in your area.
Idealist.org — Idealist is a project of Action Without Borders, a nonprofit organization founded in 1995 with offices in the United States and Argentina.
Volunteer Match — Volunteer Match strengthens communities by making it easier for good people and good causes to connect.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Building Your Legacy
A four-step framework for building a personal legacy.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Five strategies for managing your student debt.
Purchasing homeowners insurance is critical for protecting your home.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A letter of instruction provides additional and more personal information regarding your estate.
The true cost of raising a child may be far more than you expect.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Women must be ready to spend, on average, more years in retirement than men.
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.