HELPING TO
BUILD A RETIREMENT
THAT
FITS YOUR LIFESTYLE
We’ll ask questions to understand your needs, then create a strategy that can help you achieve it.
ClearView Financial Strategies
ClearView Financial Strategies is a full service retirement planning company serving Hooksett, New Hampshire and surrounding communities.
Get Started With Us
In 3 Easy Steps
1. Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2. Evaluate
Using the ClearView Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy to help you reach your unique retirement goals.
THE CLEARVIEW
RETIREMENT ROADMAP
Step 1: Income Planning
We’ll plan and help create strong and predictable income, which is the foundation of a comfortable lifestyle.
Step 2: Investment Planning
Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees.
Step 3: Tax Planning
We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.
Step 4: Health Care Planning
The costs of health care are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs.
Step 5: Legacy Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
Roth Conversion Guide
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ATTEND AN EVENT
Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more…
There are no upcoming events at this time.
Please check back again soon.