Cleartrack Team

Helping clients manage risk and navigate through challenging times

Over the years, our experienced team at ClearTrack Financial Advisors has helped clients manage risk and navigate through challenging times with purpose and confidence. We offer an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of financial goals.

In order to reach the goals, ClearTrack Financial Advisors ensures that clients have documented investment plans. This gives the clients a firm understanding of the current situation, their future goals, and more importantly, a ClearTrack to bridge the gap. We regularly meet with our clients to review their plans and discuss any proposed changes (client-related or market-related). This communication is vital in a strong, long-term relationship. During our meetings, we ensure that our clients understand their investment plans, and we are transparent in our approach. Finally, ClearTrack Financial Advisors utilizes disciplined asset allocation. We recognize the importance of diversification to managing risk and minimize volatility.

Our four key tenets -- Documented Investment Plans; Regular Communication; Solid Understanding of the Plan with Transparency; and Disciplined Asset Allocation -- differentiate us from other financial advisory practices, and most importantly, help our clients succeed, including during challenging times.

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.