Pre-Retirees & Retirees

Retirement comes with many questions and opportunities to maximize your financial situation.

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Retirement Plan Consulting

3(21) & 3(38) Fiduciary Consulting Services for Employers

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Executives & Professionals

Optimize your investment strategy and create tax efficiencies through our planning process.

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Women in Transition

We specialize in working with widows and divorcees as you enter a new chapter in life.

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Four-Step Advisory Process

Every action we take is based on our data-driven, 4-step process.

Understand

You are unique. First step is to understand your financial needs & goals.

Design

We create a custom financial strategy specific to your objectives.

Implement

We do the heavy lifting to make implementation easy & seamless for you.

Manage

The process never stops. We will continually meet & adjust your financial plan and investment strategy as needed.

Why Clearvista Advisors?

The 3 Es: Expertise, Experience and Education. Our team has the talent to create a financial strategy specific to your needs and goals. We look to simplify the complexities and provide you with service that exceeds your expectations.

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Ready to get started? We are ready to help.

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We are fee-only Fiduciaries:

Your best interests always come first. A fiduciary not only has an obligation to make sure a recommendation is in your best interest at the time it is given to you, but they have an ongoing obligation to make sure that recommendation continues to be in your best interest. Fiduciaries look to avoid conflicts of interest and fully disclose when there may be a conflict of interest.

We are Independent:

We are not tied to any one financial institution. We have access to the limitless universe of investment products available and can custody (hold) your accounts with some of the top custodians including: Raymond James, Fidelity, TD Ameritrade or Charles Schwab.

We are Specialists:

Our team has several additional credentials which have continuing education and code of ethics requirements. Designations include: CERTIFIED FINANCIAL PLANNER^TM (CFP^®), Accredited Investment Fiduciary (AIF)^®, and Certified Fiduciary Plan Advisor^® (CFPA^®).

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Click here for Dynamic's Client Relationship Summary (Client Relationship Summary) and here for Dynamic's ADV Form Brochure

For additional information click here.

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