Our mission is to earn your trust through open and clear communication, objective advice, hard work, and a genuine concern for your overall financial well-being.
A Team Who Speaks Your Language
Money means different things to all of us. At Clear Peak Financial, we make it our priority to get to know you and your family as real people.
Care for Clients
Care for clients in the way we would want for ourselves. We founded Clear Peak Financial to be the kind of place where we would want to be clients, if we did not already work here! We want to be respected, informed, and heard. We do not expect our clients to demand any less.
Know Clients and Their Goals
Know our clients and their goals. We understand that investing is more than just a numbers game. There is emotion involved as well. People assign different values to money and approach investing and insuring for many reasons. When we first get to know each other, we will ask you a lot of questions so that we can learn about you as a person, and we will tailor your investments and insurance accordingly. We want to be just as excited about your dreams as you are. We treat our clients as real people, not like portfolio balances.
Give Clients the Strength to Feel Confident
Give clients the strength to feel confident about their decisions. You do not have to know the difference between a REIT and a CRUT when you come to see us. We are happy to explain it to you if you are curious. If you are not, that is okay, too. Some clients want to take more of a hands-on role in the planning process; others want nothing to do with it. Either way, our goal is to make sure you sleep easy at night, secure in the knowledge that your money is working effectively for you.