Who We Are
We are YOUR TEAM of financial advisors who create Tax Advantaged Financial Plans for Retirement planning, Risk Management planning, Estate planning optimizing financial strategies which includes reducing tax liabilities and making the most of available tax deductions.
We have specialized tax preparer’s for preparing tax returns for individuals, businesses, corporations, estate, and trust returns with your financial planning needs in mind.
Our Approach is Unique
We recognize individual differences
• providing comprehensive planning for all stages of life
Our plans are coordinated and flexible
• based on the importance of building savings with tax strategies and providing comprehensive planning for all stages of life.
A personal financial plan tailored for all your financial needs
• plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a successful financial future.
Part of Your Team
You will have a team behind you including Estate Executors, Lawyers and Accountants and a diverse product shelf to start building your plan with experts that are with you every step of the way!
As a Financial advisor, tax specialist, investment, and retirement planner I have the experience and expertise you can rely on. I will help you define or redefine your financial objectives then develop a personalized plan for success.
About me..
With always an interest in the financial aspects of life, I went off to college to complete the accounting program. After many years being employed with local accounting firms, I branched out in 2007 to start ClearView Financial Solutions Inc. and began with tax returns. With many years of continuous education, I have obtained the tax specialist certificate and have completed The Advanced Certificate in 3H Financial Planning, specifically designed for CFP professionals. I completed the CFP exam in February 2025 and am currently awaiting results to obtain the professional designation of a Certified Financial Planner. In addition, I have obtained my Life License Designation for insurance services.
My Business Philosophy.
I can significantly enhance my clients’ overall long – term financial success with personal attention, proper planning, and ongoing counsel. I also work with qualified and dedicated associates who can provide specialized services to help ensure that your broader financial needs are met.
My Service Commitment
I am committed to building solid, lasting relationships with all my clients. Consistently communicating, promptly returning phone calls, and quickly following up on administrative matters are top priorities. Together, we will regularly review your plan, and adjust accommodate life changes as they arise.
We Take The Time
I will help you focus on your financial needs and priorities. Together, we will:
Articulate your goals
Define your time horizon
Identify gaps
Implement your plan