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The ClearWay Team

Meet our team of professionals whose goal is to help you discover your purpose, protect what's important, invest in what matters and create a legacy that lasts.

The ClearWay Difference

We are passionate about helping business owners and professionals, their employees, retirees and families by inspiring them to establish and reach their lifetime goals.

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Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Saving for College 101

Here’s a crash course on saving for college.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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