Who We Are
Our firm has over 25 years of financial experience to help clients pursue financial freedom, no matter what that means to them.Learn More
What We Do
We offer comprehensive wealth management services to help you address both debt management and future investments.Learn More
How We Do It
We always act with the client's best interest in mind and foster strong relationships to get to know their personal needs, wants, and goals.Learn More
The ClearView Way
We understand how complex and overwhelming the world of personal investing may be. At ClearView Investment Partners, we strive to act as your personal CFO, or Chief Financial Officer, by going above and beyond to meet your service needs. We take a complete look at your financial picture, including both existing obligations and future goals, and develop plans that are appropriate for you. Contact us today to get started.Contact Us
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
How Income Taxes Work
A quick look at how federal income taxes work.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the value of a home warranty.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know these three personal finance sayings?