Clear Perspectives Financial Planning LLC
Contacts
Business description
Let your life speak! We will simplify your financial life and help you save, spend and invest according to your goals.
Full financial planning and investment management services. We are fiduciaries, meaning we put your interests ahead of our own. Tim and Carol meet with all clients together to make sure we hear and understand your goals and values. Tim and Carol have MBAs in finance, and are Certified Financial Planners(r), which means they passed a background check, and a 10 hour exam about investments, tax planning, estate planning, paying for college and more. Their deep knowledge of finance means they know where investment returns and risks are in the market and how to create and monitor low cost portfolios with strong performance. . Fees are 1% of assets under management, and include all financial planning, with a minimum account balance of $300,000.
General information
- Business Services Financial Investment Advice Certified Financial Planners
Estimated number of employees: | 2 to 4 | |
Annual sales estimate: | 0 | |
City / suburb: | Cincinnati, OH | |
County: | Hamilton |
IRA rollovers
Dimensional Fund Advisors, TD Ameritrade Institutional, Vanguard.
Is this your business? Claim this profile to get thousands of free views!
QR code with Clear Perspectives Financial Planning LLC contacts
Reviews
Be the first to write a review about your experience with the company.
More details about this business
Or try our search form or quick navigation by category and location
State Trust Companies Accepting Deposits, Commercial
Photocopy Machines
Heating Contractors