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
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
To choose a plan, it’s important to ask yourself four key questions.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Four vacation destinations you might never have thought of.
Do your insurance needs stay the same when the nest empties?
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Do you know how to set up your financial goals for success? This knight does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Around the country, attitudes about retirement are shifting.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.