Our Wealth Planning Process begins with a confidential client consultation to gain an understanding of client specific financial planning and investment needs. We then develop a customized financial plan and diversified investment strategy designed to satisfy appropriate capital preservation, income, and investment performance objectives.
Our holistic goal-based financial plans are designed by experienced financial advisers that have earned the Certified Financial Planner (CFP®) designation to evaluate our clients’ complete financial situation and implement personalized, integrated strategies to achieve our clients’ objectives.
Our investment philosophy is clear and straightforward. We believe that superior investment performance is derived from implementing customized portfolios constructed of diversified asset classes, including individual stocks, bonds, and enhanced with hard assets and alternative investments.
Clear Rock’s wealth planning process is derived from our commitment to deliver superior and objective financial advice. Our process begins with a confidential client consultation to gain an understanding of client-specific financial planning and investment needs. We then develop a customized financial plan and diversified investment strategy designed to satisfy appropriate capital preservation, income, and investment performance objectives. Though each client is unique, we follow the same disciplined process to accomplish financial planning goals and maximize investment performance.