941-206-8500 Client Login HOW WE WORK YOUR TEAM SOLUTIONS CONTACT US FYI COVID-19 You shouldn't have to trade work for worry. What's going to keep you up at night when you retire? We believe happy clients are our best assets. At Clear View Financial Services, you'll find us: Accessible: We understand we might be the most important advisor at this stage of your life. We're managing your money, after all. We're honored that you choose us to do so, and we're available when you need us. Effective: We may not be big, but we have the most powerful financial platforms available to us. And we've been in business for decades, so we have seen a lot. Relationship focused: We don't hard sell anything. We want to work with you for the long term. We manage your money like we would for our own family. Approachable: We're down-to-earth people. We like blue jeans and barbecues. We're not a giant operation. Every client is valuable to us. We don't treat any client differently based on their portfolio. LET'S START WITH A PHONE CALL 941-206-8500 Creating Your Plan You’ve spoken with us – a phone call, an email – and you want to know more. Well, so do we. We want to know all about you – where you’re coming from and where you want to go. Who and what is important to you. The way we can best help you transition from work to play. We collaborate with you using Clear Vision, our enhanced financial mapping process, to create a retirement picture from your perspective. Then we put your customized plan into action. Because we’re independent financial advisors, we have no obligation to use one investment over another. We have no agenda beyond making your money go further. How We Make Money Wealth management is our job, and yes, we get paid for it. We believe in being completely transparent about how. While one package isn't right for everyone, here's how it works for the majority of our clients. We create a customized Clear Vision financial plan for you. The cost is $750-$1500, depending on your portfolio's complexity. For most clients, this is a one-time fee. We charge a low, competitive rate for managing your investments – between 0.5% and 1.5% of the total assets. That’s all. And we keep your financial plan tuned up to reflect your changing circumstances. Our Clients You’re shopping for the right retirement advisor. We’re selective too. We know that we are best positioned to serve people with certain needs. You're likely a great fit if you: Prefer to delegate investment management so you can focus on enjoying your retirement Want to reach income goals rather than try to beat the market Value personalized service Are just retired or are about to retire Have $500K+ in investable assets If this sounds like you, we want to get to work. So you don’t have to anymore. LET'S TALK PROUD MEMBERS OF Kings Crossing Office Park 1502 Kings Highway, Suite 300 Port Charlotte, Florida 33980 © Copyright 2021 Phone: 941.206.8500 Fax: 941.206.8501 Toll Free: 866.997.1318 Contact Us Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Summit and Cetera or their affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Summit and Cetera or their affiliates. Privacy Policy Business Continuity Important Disclosures Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through outside websites. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. 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