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Our Plans

ClearView offers three plan tiers, so you can select the services that fit your needs now and as your circumstances change over time.  Please contact us to learn more about any of the following options.

FOUNDATIONAL STRATEGIES

Designed for clients who want Insurance or Investment Services and do not want to engage in Ongoing Financial Planning

SERVICES OFFERED:

Insurance Services Only

  • Insurance Needs Analysis
  • Insurance Strategies
  • Insurance Placement

Investment Services Only

  • Asset Allocation Analysis
  • Risk Tolerance Analysis
  • Securities Review and Recommendations
  • Tax Loss Harvesting
  • Tax-sensitive Solutions
  • Investment Advisory Services

Client Service

  • Up to 1 Meeting Per Year

Implementation Cost

  • Insurance: Varies Based on Products
  • Investment Services: Annul Fee: 0.8% - 1.10%

FOUNDATIONAL FINANCIAL PLANNING

Designed for clients who want Ongoing Financial Planning advice that looks at their whole financial situation

SERVICES OFFERED:

Core Topics

  • Financial Position Review
  • Cash Flow
  • Net Worth
  • Protection Inventory
  • Basic Estate Review

Goal Based Topics

  • Retirement Planning
  • Education Planning
  • Estate Planning Analysis
  • Social Security and Pension Strategies
  • Executive Compensation Analysis
  • Investment Analysis and Recommendations
  • Cash Flow Analysis
  • Insurance Needs Assessment and Recommendations
  • Debt Repayment Strategy

Client Service

  • 3 Meetings Per Year
  • Support from Our Team

Technology Access

  • Riskalyze
  • Emoney

Fee for Service

  • $5,000 +



ADVANCED FINANCIAL PLANNING

Designed for clients who have complex planning needs requiring multiple professionals

SERVICES OFFERED:

All Foundational Financial Planning Services PLUS:

  • Access to Advanced Planning Specialists
  • Executive Benefits and Compensation Planning
  • Business Succession Planning
  • Charitable Giving Strategies
  • Estate Planning Analysis
  • Wealth Transfer Planning
  • Tax Analysis and Strategy
  • Social Security and Pension Strategies
  • Special Needs Planning
  • Divorce Financial Planning
  • Ongoing Professional Portfolio Management - Separate Fee
  • Investment Analysis and Recommendations
  • Net Worth Analysis
  • Cash Flow Analysis
  • Insurance Assessment and Recommendations
  • Retirement Income Planning
  • Education Planning

Coordination with Outside Professionals

  • Accountants
  • Attorneys
  • Property and Casualty Agents

Client Service

Up to 4 Meetings Per Year

Technical Access

  • Riskalyze
  • Holistiplan
  • Emoney
  • Trust & Will - (Estate Planning Software)

Fee for Service

  • $7,500 +
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