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Our Free Introductory Meeting

Do you worry about balancing multiple financial goals and needs?

Do you dream of retiring on your schedule, but aren’t sure how to plan for the transition?

Do you have specific questions about your retirement income plan, wealth protection strategy, or investments?

Even successful, hard-working individuals and families can have trouble finding a good financial balance. It requires good choices today, smart planning for tomorrow, and wise investing over the long-term. Without a trusted and knowledgeable financial partner, they may not feel confident about their approaching retirement.

At ClearVista Financial, we seek to serve as your coach to help you make good choices today and create a smart plan for tomorrow. Our team of professionals provide financial advice that puts in practice our clients’ financial goals, risk tolerances and financial planning decisions.

In our free 30-minute introductory meeting, we’ll review a few questions, including:

  1. What does a successful retirement look like to you?
  2. Which short and long-term goals do you feel uncertain about?
  3. What questions do you have about your future retirement?
  4. How can you invest well for the long-term? 

During our discussion, we’ll answer any specific questions you may have and share with you our innovative Spend Life Well Model™, which is a dynamic economic approach to evaluating the many possible scenarios in your real financial life. Our modeling leverages an innovative concept in economics called consumption smoothing.

As investment and financial planning specialists, our objective is to advise you in all aspects of your financial life. With our Spend Life Well Model™, we build a baseline scenario of your financial life, which is designed to help maximize your living standard over time, rather than just the size of your nest egg when your retire. This approach makes it easier to understand the costs and benefits of your financial choices, and lets you model scenarios that are interconnected, just like your real-life choices.

Do you know someone who may benefit from our services?

Forward to a friend so they can schedule their free 30-minute consultation!

You may also call 800-491-4508 or email