ClearFocus Employee Directory

Financial ServicesUnited States11-50 Employees

Clear Focus, LLC is an independently owned financial planning and investment services firm. At ClearFocus, we are committed to maintaining the highest standards of integrity in our relationship with you, our client. 

We act in your best interest, as a true fiduciary, because we begin our planning process by understanding your situation and your financial goals. As a result, the information, services, and products we provide are always based on your specific needs and circumstances. 

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We simply help you make the best decisions through balanced advice based on academic and practical research. We can help you execute a sound financial program utilizing financial management, investment management, retirement planning, debt management & focusing, and more. 


Our Mission: "Develop and implement custom and comprehensive financial plans with integrated investment strategies and true risk mitigation for our clients"

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