We specialize in helping educators with their financial planning and investing needs. Teachers and administrators in K-12 and higher education have a lot to consider as they prepare for the future. If you’re in education, we can help you navigate through your retirement benefits and set up a plan to supplement your portfolio.
We’ve worked extensively with educators throughout the state of Michigan and understand the 403(b)/TSA and 457 plan options . We can help you select and maximize your pension and see if a Roth IRA might be right for you. Working together, we’ll help you make sound and informed decisions about your future.
We provide financial planning and investment management to people in Michigan who work in public safety. Several members of our firm have law enforcement backgrounds, so we know where you’re coming from, and we know how to help you look toward the future.
Evaluating and coordinating your pension plan, deferred compensation plan (457), and IRA can be difficult to do alone. We will work with you to create a plan that helps ensure your success.
Healthcare professionals have unique financial needs and concerns. Whether you manage a medical or dental practice or work for a healthcare provider, paying attention to your own future — just like you care for you patients — is important.
Whether you’re just out of high school or college — or just new to investing — we can help. ClearView Investments understands the needs of individuals who’ve never invested before. A lot of financial planning and investment firms only take on new clients who already have an established base of assets. ClearView is different, because we’ve been there ourselves. We help people no matter where they’re at in life — no matter your age, and no matter what level of assets you have or don’t have. We’ll work together to help you build your wealth.
It’s best to start planning early. If you’re young and are taking the step now, congratulations! If you’re older, it’s not too late — in fact, much better late than never. What counts is taking control now.