Clear Perspectives Financial Planning is a group of experienced, dedicated financial advisors with offices in Cincinnati, Ohio and Bloomington, Indiana. We serve clients all over the United States.
What's New Summer 2010
for Current Clients: The current market volatility can cause some sleepless nights, so call us if you are concerned and we will walk through the safeguards and plan you already have in place with us. We design your plan specifically to take advantage of downturns in the market for your long term investment growth, AND to protect your income and savings for the short term.
What are the benefits of working with Clear Perspectives?
- Peace of mind
- Total transparency
- Very high quality investments at a low cost
Clear Perspectives advisors give you unbiased, objective advice, based solely on your goals, needs, and risk tolerance. To accomplish that, we are fee-only advisors, which means that we do not sell any products or receive any commissions. Our partners each have decades of financial experience, as well as intensive training specifically in finacial planning and investments.
You can be confident that what is best for you is our top priority, because we have legally committed to being fiduciaries of the public trust. As fiduciaries, we are required by law to place the interests of our clients ahead of our own and we must disclose any possible conflict of interest. Unlike most stockbrokers and financial advisors, that is the way we designed our business, and we would never have it any other way.
You get comprehensive financial planning. This means we help you clearly define your goals, then we review your financial situation, develop an investment plan, identify methods of minimizing your taxes, review your insurance coverage and consider your estate planning objectives. We partner with you to create a roadmap to the financial life you want to lead.
Our fees are clear, simple and as low as possible. Because we have low overhead and no link to big corporate profit goals (or big corporate bonuses!), we charge less than most brokerage firms or financial planners, and provide more services for that fee.
Whether you are planning for retirement, college, or just need to get your financial life in order, we welcome the opportunity to help you achieve your goals. Call us at 513-469-8400 to talk more or schedule an appointment. Of course, our initial meeting together is always free. Meanwhile, take a look at the helpful calculators and articles in this website!