Our Services
Services are designed to provide structure, clarity, and ongoing guidance across planning, investments, and taxes.
How Our Services Are Structured
Everyone’s financial situation is unique. Our services are designed to provide clarity, structure, and ongoing guidance—so financial decisions are made with intention and aligned with long-term goals. Clear Insight Wealth Management offers financial planning, investment management, and integrated tax guidance through a fiduciary approach grounded in comprehensive financial planning.
Purpose Driven Financial Planning
Comprehensive financial planning is the foundation of our work with clients. This process starts with understanding your goals, values, and priorities and results in a coordinated plan designed to address the key areas of your financial life.
Financial planning may include guidance related to:
Cash flow and savings strategies
Retirement and income planning
Investment coordination and asset allocation
Tax Considerations and planning opportunities
Risk management and insurance planning
Major life transitions and financial decisions
Planning is an ongoing process. As life changes, we continue to adapt, update and provide guidance to keep your plan aligned and relevant.
Investment Management
Clear Insight Wealth Management’s investment management services include personalized portfolio design, ongoing monitoring and re-balancing, risk management, and fiduciary oversight, with tax-aware investment strategies applied when appropriate.
Our Investment Management services include:
Personalized portfolio design
Ongoing portfolio monitoring and re-balancing
Disciplined risk management
Tax-aware investment strategies when appropriate
Fiduciary oversight
We believe investment decisions are most effective when they support the overall financial strategy and reflect the individual behind the plan.
Integrated Tax Planning
Tax considerations are incorporated throughout the financial planning process. Rather than addressing taxes in isolation, we evaluate how tax planning aligns with broader financial and investment decisions. This integrated approach helps ensure tax-related considerations are addressed consistently and proactively as part of your overall financial strategy.
Our tax planning considerations may include:
Roth conversion analysis and planning
Managing taxable income and tax brackets over time
Planning to manage or avoid Medicare premium surcharges (IRMAA)
Strategic use of deductions and tax credits
Timing of income and expenses to improve tax efficiency
Coordination of investment and tax strategies when applicable
Proactive tax planning is essential to financial security because taxes affect nearly every financial decision, and thoughtful planning helps people keep more of what they earn, avoid costly surprises, and adapt confidently as laws, income, and life circumstances change.
How Our Services Apply to Real Life
Military Career Transitions
Financial planning and tax coordination to support your move from military to civilian life, including benefit decisions and long-term planning.
Family Financial Planning
Short and long term planning considerations tailored to financial priorities and evolving financial needs.
Business Planning
Integrated financial, investment, and tax planning to address cash flow, business ownership, and long term goals.
Experience That Supports the Planning Process
With more than 35 years of combined experience, the Clear Insight team provides structured guidance designed to support informed decision-making across each stage of life. We help you navigate complexity with clarity and confidence.
COMPREHENSIVE
FINANCIAL PLANNING
Comprehensive financial planning at Clear Insight Wealth Management includes ongoing advice, regular meetings, and proactive plan updates, with fees starting at $300 per month for individuals.
INVESTMENT
MANAGEMENT
Clear Insight Wealth Management provides fiduciary investment management with personalized portfolios, ongoing monitoring, and re-balancing for an annual fee of 1% of assets under management.
Clear Insight Tax provides tax preparation and bookkeeping services designed to support business owners managing complex income, cash flow, and compliance requirements.
*Tax preparation and bookkeeping services are provided through our sister company, Clear Insight Tax and are based on information supplied by the client and are not intended as legal advice.
Determining the Right Fit
An initial conversation helps determine which engagement type is most appropriate based on your needs, goals, and the level of ongoing support desired. Our focus is always on providing advice that is aligned, practical, and appropriate to each client’s situation.
