Clearwater Financial Group
Straightforward Financial Advice for Real Life
Clearwater Financial Group takes a fee-based, fiduciary approach to financial planning — meaning our advice is built around what's best for you, not a commission. Founded in 2011, we work with individuals, families, and small business owners who want a clear plan instead of a stack of paperwork they never open again. Our team meets with each client at least twice a year to revisit the plan as life changes — a new baby, a home purchase, a business sale, retirement getting closer. We keep the process straightforward and explain every recommendation in plain language, not jargon. (Example business — fictional content for demonstration purposes.)
"We finally have an actual retirement number instead of a vague guess. Clearwater walked us through it line by line."
"Switched from a commission-based advisor and immediately understood why the fee structure matters. No more guessing what we were paying for."
"They helped us set up my business accounting and my personal retirement plan at the same time. One less thing to juggle."
"Patient, plain-spoken, and never made us feel behind for not having a plan sooner."
Let's talk about your goals — the first conversation is always free.
Schedule My Free ConsultationWe work on a fee-based model, not commission, so our recommendations are never influenced by product sales.
An accountant focuses on taxes and bookkeeping; a financial planner builds a broader plan across retirement, investments, and long-term goals. We often work alongside your accountant.
In many cases, yes — reach out and we can confirm whether we can serve your state.
Flat fees and asset-management fees are billed directly and disclosed up front — never hidden inside a product.
Questions before scheduling? Reach out any time.
Powered by TelaTap