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Fee Table Download

Privacy Policy 2.15.22 Download

Privacy Policy – MA 3.25.22 Download

ADV Part 2A & 2B 11.1.22 Download

About Us

At ClearView Financial Strategies we pride ourselves on developing thorough, written retirement plans and micromanaging every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.

Contact Info

Address:135 Maple Ave, Atkinson NH 03811
Phone:864-787-5115
Email:jr@clearviewfinancialstrategies.com

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Clearview Financial Strategies LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Clearview Financial Strategies LLC an Investment Advisor in the State of New Hampshire or Massachusetts. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Jonathan Rogers, Sole Proprietor, an affiliated entity. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Hampshire or Massachusetts or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Links to Other Sites. The inclusion of any link is not an endorsement of any products or services by Clearview Financial Strategies LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Clearview Financial Strategies LLC, nor any agency, officer, or employee of the Clearview Financial Strategies LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.