Services
For Future Titans
Many advisors wait until you’re 55 with $2M+ to pay attention. We partner with you before peak success…
And beyond..
The Clearfront™ Services Suite
All of our clients get life-long plans based on income, savings, expenses, and major life goals.
ClearVision™
A step-by-step financial roadmap based on your actual cash flow, not just arbitrary investment targets.
Our financial planning process removes the uncertainty from choosing the right investment allocation, savings strategies, retirement date, and more. We use a cashflow-based approach and stress test the plan’s results through a Monte Carlo analysis. This process involves a 1-hour discovery meeting, 2 weeks for us to build the plan, and a 1-hour plan presentation meeting.
ClearCapital™
We build and manage an investment strategy that aligns with your life goals, not just chasing returns.
Our investment management offering ensures the appropriate portfolio for you and your family. We offer modular and custom solutions to meet your goals.
ClearCut™
Find opportunities to cut taxes and put thousands back in your pocket.
We analyze your tax return to uncover opportunities to minimize your future tax bills, and we quantify the impact of using different tax planning strategies to discover which options are most effective.
ClearShield™
We analyze your insurance to ensure you’re properly protected without wasting money on policies you don’t need.
We review property and casualty insurance, disability insurance, life insurance, and long-term care insurance to ensure that your wealth is appropriately protected.
ClearScholar™
We create a college funding strategy that balances your children’s education with your own financial independence.
As a subset of our ClearVision financial planning process, our education planning solution helps determine the contributions and rates of return needed to fund your children’s and grandchildren’s college educations.
ClearLegacy™
We help ensure your wealth benefits those you love and causes you care about, not the IRS.
We offer document review and document creation for estate planning, including wills, powers of attorney, healthcare proxies, and revocable trusts. We also offer advanced charitable giving strategies, including donor advised funds and charitable trusts.
Want to take control during your climb to the top?
It starts with a 7-minute chat.
Our clients are…
Ascenders
Making $350K+ & see the C-suite on the horizon…
The Executive Edge
Your bonus structure is complex, and you’re overpaying taxes.
Your Executive Edge helps you:
Builders
You built a business. Now protect it…
The Shield Strategy
Earning $250K-$1M from your business. But one downturn could wipe out everything.
Your Shield Strategy helps you:
Specialists
Plan for when you want to quit the 70-hour work weeks…
The Freedom Formula
Your Freedom Formula helps you:
