About Clear Financial Advisors

What is Clear Financial Advisors?


Clear Financial Advisors is a nationally recognized registered investment advisor headquartered in Livonia, Michigan.

We are an independent, fee-only firm known for our holistic approach to personal finance.

Our founder is an award winning financial advisor and blogger.




Where are accounts held?


Managed accounts on the Clear.Investments platform are currently available through TD Ameritrade Institutional.

We hope to expand custodial options in the future. We currently offer additional management options through Clear Financial Advisors.

There is no requirement to hold your personal accounts at TD Ameritrade for our retirement plan guidance. You may hold them wherever you choose.




What is Trizic?


Trizic is the technology behind the account opening, rebalancing, and online portal of our managed accounts held at TD Ameritrade.





Investment Approach

What is your investment philosophy?


We call our approach G/P/S Investing™ which stands for Growth, Preservation, and Stability - the three objectives we have for our investment selection.

Growth is best obtained by a diverse mix of stocks, with a tilt towards areas of the market that have experienced higher than average returns.

Preservation is preserving the value of a dollar by diversifying into real assets like real estate, inflation-protected bonds and foreign bonds and commodities.

Stability is best provided by high quality bonds.

Our approach differs from the vast majority of managed account services by seeking to maximize long-term returns through a more diverse mix of stocks, while managing volatility by not risking our bonds.




Do you purchase exchange-traded funds or mutual funds?


For accounts held at TD Ameritrade, we use no-commission exchange-traded funds since we can access these funds without a minimum purchase requirement.





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CLEAR.INVESTMENTS

is a service of

Clear Financial Advisors, LLC

39111 Six Mile Road

Livonia, MI 48152

 

Past performance is not indicative of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Clear Financial Advisors uses independent firms such as Betterment, TIAA, and TD Ameritrade, Inc. to custody client assets. Betterment, TIAA, TD Ameritrade, Clear Financial Advisors and the other entities named are separate and unaffiliated firms. Betterment, TIAA, and TD Ameritrade do not endorse or recommend any financial advisor and the use of the Betterment, TIAA or TD Ameritrade logos does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

 

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