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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Currency has been around for a long time. Here’s a quick history lesson.
Purchasing homeowners insurance is critical for protecting your home.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Important items to consider when purchasing condo insurance.
What’s the deal with your yearly free credit report?
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are a few things to consider when buying or leasing your next vehicle.
Estate conservation is too important to put off. Do you have a smart exit strategy?