Our Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Client Types

Individuals

Small Businesses

Non-Profits

Foundations

Endowments

Trusts

Services

Wealth Management

Financial Planning

Retirement Planning

Education Planning

Portfolio Review

Account Types

Fee-Based Advisory

Brokerage

IRAs

Roth IRAs

401(k) Plans

Tools

Exchange Traded Funds

Mutual Funds

Individual Stocks and Bonds

Certificates of Deposit

Annuities

Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

marc@clearfocuswealth.com   |  817-984-9950