Financial Planning

A comprehensive financial planning strategy is crucial to pursuing your and your family’s financial goals. At Clear Mountain Investments, we will design a custom financial plan for you.

During this five-step process we will:

  1. Conduct a personal interview with you.
  2. Prepare a comprehensive analysis of your entire current financial situation.
  3. Review with you the details of your custom financial plan.
  4. Execute the approved investment recommendations.
  5. Monitor your portfolio, providing information on any necessary changes.

To schedule your no-cost consultation, contact Clear Mountain Investments today.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of the Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WV, MD, PA, VA, OH, CT, FL, GA, IN, NC, NJ, SC, and WA.


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