Broker Check
Your Client Bill Of Rights

Your Client Bill Of Rights

September 12, 2019
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Our role as financial professionals goes beyond providing financial education and creating financial strategies. An integral part of our job lies in our commitment and responsibility to our clients, which involves the experience our clients have when working with our firm. Our clients are our number-one priority, and we want to share a few ways in which our team at ClearVista Financial strives to provide the highest level of quality service. Our Client Bill of Rights allows you to expect the following: 

1. Objective Advice And Guidance

As an independent financial advisory firm, we adhere to the fiduciary standard. We do not have conflicts of interest with a parent firm or sales quotas to meet. Whenever we give advice or recommendations, we do it with our clients’ priorities in mind and with the intention of helping them build successful wealth strategies for the long term. 

2. Personal Wealth Management

Our team at ClearVista Financial customizes our services to each client’s unique needs so that the client’s goals become our goals. We are committed to what matters most to them, whether that’s their church, community, or family. 

This commitment builds confidence in our clients, which gives them the incentive and motivation to stay the course when the financial market goes through its inevitable ups and downs. We provide accessible and understandable personal financial planning through our Spend Life Well Model with the ultimate goal of helping you live well and find balance among the things you value most—your family, future, passions, and community—and maintain that balance throughout your life.

3. Financial Empowerment

We want our clients to have financial confidence and security despite life’s many ups and downs. We educate our clients about their investments, financial outlook, and available opportunities so that they can make the best decisions. We manage all the pieces of their financial life so they can focus on what matters most, knowing that their finances are in order and they are stewarding their wealth well.

4. A Trusted Relationship

We are continually working to improve our services so that our clients get the best we have to offer. You can rely on us to do what’s right for you and be there for you. We promise to always be clear and transparent with you and to grow our relationship of trust as time goes on. To us, financial planning isn’t about numbers, it’s about people. 

Experience The ClearVista Difference

At ClearVista Financial, we do things differently. We look out for our clients and offer the highest level of service you can imagine. If this is something you’re looking for in a financial professional, we encourage you to reach out to us today at mtrice@clearvistafinancial.com or 800-491-4508. Or simply book your free introductory meeting online today!

About ClearVista Financial

ClearVista Financial is a faith-based independent financial services firm providing financial planning and retirement planning to pre-retirees and 401(k) plan participants. Founded by Mark Trice, ClearVista strives to help people find financial balance in their lives and spend their lives well. As a Certified Kingdom Advisor (CKA®) advisor, Mark provides professional guidance while also incorporating biblically-based financial management truths into ClearVista Financial’s advisory practice. ClearVista Financial has offices in Austin, Brownwood, Temple, Houston, and Waco, Texas. Along with serving clients in Texas, the team also works with individuals in Arizona, California, Colorado, Maryland, Missouri, West Virginia, and Virginia. To learn more, visit www.clearvistafinancial.com or connect with us on LinkedIn.