Wealth Planning

As your advisors at Clear Resource, we are drawing on a collective 52 years of financial experience. We’ve earned our professional designations as financial planners and benefit from lead advisor Kirk Matteson’s 30-plus years as a practicing CPA. We have built a great team to help you plan your move to your long-term future. Through our association with Carson Group Partners, we can provide additional legal- and tax-consulting expertise. We have worked with families, businesses, their owners, and not-for-profit organizations. Our on-site Wealth Planner, J.T. Closi, provides face-to-face, hands-on assistance to make sure your plan is accurate and relevant to your present and future circumstances.