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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Do you have an estate strategy? You should.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
One of the most common questions people ask about Social Security is when they should start taking benefits.
Tips on insuring your teen driver.
How long does a $20 bill last?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
Women must be ready to spend, on average, more years in retirement than men.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?