Strength and stability
Offering tax and financial strategies since 2006
With our partners, we serve over 1 million clients per year with assets under management of $1 billion
Our approach is unique
We provide personal financial plans with tax planning and tax preparation strategies
We face realities, find opportunities, and recognize individual differences with flexible and coordinated plans
Diverse product shelf to start building your tax savings and financial future
We will provide tax preparing and planning with a financial plan by offering a diverse shelf of products which will provide a death benefit to your beneficiary and passes to heirs without probate fees. Creditor protection and your purchases are guaranteed.
As a Financial advisor, tax specialist, investment, and retirement planner. I have the experience and expertise you can rely on. I will help you define or redefine your financial objectives then develop a personalized plan for success.
About me..
With always an interest in the financial aspects of life, I went off to college to complete the accounting program. After many years being employed with local accounting firms, I branched out in 2007 to start ClearView Financial Solutions Inc. and began with tax returns. With many years of continuous education, I have obtained the tax specialist certificate and have completed The Advanced Certificate in 3H Financial Planning, specifically designed for CFP professionals and I am currently preparing to write the CFP exam in October 2024 to obtain the professional designation of a Certified Financial Planner.
My Business Philosophy.
I can significantly enhance my clients’ overall long – term financial success with personal attention, proper planning, and ongoing counsel. I also work with qualified and dedicated associates who can provide specialized services to help ensure that your broader financial needs are met.
My Service Commitment
I am committed to building solid, lasting relationships with all my clients. Consistently communicating, promptly returning phone calls, and quickly following up on administrative matters are top priorities. Together, we will regularly review your plan, and adjust accommodate life changes as they arise.
My Value To You
I will help you focus on your financial needs and priorities. Together, we will:
*Articulate your goals
*Define your time horizon
*Identify gaps
*Implement your plan
Take control of your financial future today!