Where do millions of Americans find objective, personalized, and affordable financial advice today?
The truth is only a small percentage of American consumers have access to quality financial advice, and most of them are high net worth individuals. Many financial services firms have turned away from serving the middle market with live advisors all together, and completely automated advice solutions just haven’t met the mark for millions of consumers who have a growing need for professional personal guidance.
Until now it was almost impossible for an objective financial professional who targeted the middle market to reach, service, and fulfill the financial advice needs of this growing consumer base in a cost effective manner.
Financial planning and investing are often considered one in the same thing.
But they’re not. Not all financial planning advice involves specific investment advice.
Whether your challenge is minimizing taxes, providing a guaranteed income for retirement or funding college education, our role as CERTIFIED FINANCIAL PLANNER ™ Professionals is to help you define and achieve your goals using a proven process and combining that with unparalleled resources, proven strategies and conflict-free advice.
We offer a range of advisory services at affordable flat rates making professional advice accessible to many who simply need help with their money and tax questions.
We offer comprehensive and modular advisory services to individuals that can include a host of financial issues:
- help with cash management (including budgeting, paying off debt and managing credit),
- risk management (i.e. insurance needs and planning),
- investment planning (such as investment advice, supervisory services, and/or portfolio reviews),
- tax preparation,
- tax planning,
- retirement planning,
- estate planning,
- college funding,
- divorce planning,
- stock option strategies,
- self-directed IRA assessment
- evaluation of mortgage, real estate and investment options and
- financial education programs.
Services can be on-going or limited in time and scope. Planning services are tailored to your specific needs. Advice may be provided in written reports or other electronic or telephonic communications with you.
Call Steve Stanganelli at 978-388-0020 or email steve@ClearViewWealthAdvisors.com
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