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Services

A Personalized Approach

At Clear Resource, we believe no single strategy fits everyone. That is why every client gets our focused attention--from planning, to execution, to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available.

Once we thoroughly understand your goals and means, we can provide you, your family, and your business with solutions that work.

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What We Offer

Portfolio Management Services

ETFs (Exchange Traded Funds)

Individual Stocks

Index Funds

Closed-End Funds

Certificate of Deposit (CDs)

Bond Ladders

Municipal Bond Funds

Financial Planning

Asset Management Planning

Cash Flow Planning

Distribution Planning

Education Planning

Estate Planning

Insurance/Risk Management Planning

Retirement Planning

Tax Planning


Small Business Consulting

Business Retirement Plan Consulting

Succession Planning



Retirement Plans

401(k)

Profit Sharing

Cash Balance

Other Defined Benefit Plans

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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