Our Firm

As independent Financial Advisors, we offer you a wide range of services from coordinating specific areas of concern to providing a comprehensive financial plan.  Utilizing a broad array of best of breed industry resources, ClearPlan Financial incorporates investment research, global macro economic analysis and tax planning. We help our clients make informed decisions based on their specific goals and needs.  As independent representatives, we work with a large majority of the investment and insurance companies in the financial marketplace, having no sales quotas or product incentive relationships.  This allows our focus to be specifically tailored to our clients’ risk tolerances, investment objectives and financial goals.

We employ holistic wealth management, integrating all aspects of your finances. The following financial topics, if applicable, should be reviewed as part of an effective comprehensive plan:

  • Retirement and Investment Planning
  • College Placement, Education Funding, Financial Aid
  • Cash flow, Budgeting and Debt Management
  • Personal and Business Tax Planning
  • Estate Planning
  • Elder Care, Long Term Care
  • Insurance and Risk Management
  • Employee Benefits

If you have any questions about your current financial situation or wish to schedule an appointment, send us an e-mail or give us a call at (716) 312-7424.