Financial Planning

At Clear Rock, our clients are our extended family. We value listening and work closely with our clients to provide highly personalized wealth management solutions tailored to their specific individualized objectives. From strategy design through implementation and on-going management, we work diligently to provide sophisticated solutions with high touch client service. Our on-going wealth planning process includes regular updates and modifications to ensure a current and dynamic plan is in place. We also counsel clients in navigating challenging financial crossroads including life transitions, business liquidations, and generational transfers.

Financial Planning

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.

Retirement and Education Planning

Customized investment strategies to accomplish education funding goals and a confident and comfortable retirement.

Generational Wealth Transfer

Coordinate with estate planning attorneys to establish a comprehensive estate plan that leaves little to chance.

Tax Planning

Coordinate with tax advisers to identify potential savings or restructuring opportunities for tax efficient portfolio positioning.

Cash Flow Planning

Narrowly tailored and personalized cash flow planning for short and long term budgeting.

Executive Benefits Analysis

Compensation plan analysis and optimization.

Asset Protection

Coordinate with insurance advisors on customized insurance analysis, including life, disability, long-term care and other risk management solutions.