Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Spend Life Well
You have hopes, goals and dreams. Share with us your vision of what a successful retirement looks like.
Our advisors use a faith-based approach to create a plan customized for you with the long haul in mind.
Stop worrying about your financial future. We'll guide you toward your goals every step of the way.
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We are a team of advisors who assist our clients in retirement planning based on biblical, financial principles. With God’s Word as our guideline, we help clients see a clear picture of how to wisely invest in today and save for tomorrow.
Our primary goal is to build a trusted, long-term relationship with you. We can show you who we are, what we value, and how we can help you with your investment, financial planning and insurance needs.
At ClearVista, we provide a comprehensive overview of your financial portfolio and teach you how to work toward your financial goals.
After we assess your financial history and needs, we'll make recommendations on sound investment and biblical principles.
We offer a no obligation phone conversation. We'll learn about your financial goals and see if we're a good match.
We know what it means to live as followers of Jesus Christ. As you seek to steward your resources with biblical wisdom, you want advisors who share those values.
Founded over ten years ago by Mark Trice, ClearVista Financial has proven itself as a cornerstone in the market for sound, God-honoring financial advisement.
We offer a wide arrange of services and products to assist with college savings, life insurance, long-term care, estate strategy and retirement planning.
“I am a strong believer in stewardship. And I am passionate about helping people find balance in their lives—especially their financial lives. Offering accessible and understandable financial planning, allows me to encourage clients to share their gifts and talents to sustain and improve our communities.”
Mark Trice, Founder