For clients who want help with a specific financial question or decision.

Common examples include:

• Should I save more or pay down debt?

• Am I on track for retirement?

• Can you review my investment portfolio?

• Can you prepare my tax return?

With one-time plans, we focus on the issue that matters most now and develop clear recommendations around it.

You receive professional guidance without committing to an ongoing advisory relationship.

For clients who want an ongoing relationship and a more coordinated view of their finances.

Private Client Advisory allows us to revisit and coordinate areas such as cash flow, investments, retirement, taxes, insurance, and estate planning as your needs change over time.

Private Client Advisory includes:

• Ongoing access for financial questions and decisions

• Regular planning reviews as your needs evolve

• Tax planning and annual tax preparation

• Preferred investment management pricing for ClearVue-managed accounts

Investment Planning is for clients who want a one-time strategy while continuing to manage their own investments.

We review your accounts, goals, risk tolerance, and time horizon, then provide guidance on areas such as asset allocation, fund selection, and portfolio structure.

Investment Management is for clients who want ClearVue to actively oversee their portfolio.