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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.

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Helpful Content

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Cycle of Investing

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

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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