Imagine your financial life simplified
What if you could combine and simplify your entire financial life into one place? What if you could access your entire financial history anytime, anywhere? What if you could coordinate your entire advisor team with minimal effort? We’ve developed a new approach to helping manage your financial life that cuts through the clutter and just makes sense.
-Welcome to ClearView, Your Tomorrow Starts Today-
What is ClearView?
Our unique approach centers on the concept of simplicity and reinforced by experience and a history of time-tested investment strategies. We believe simplicity is an undervalued virtue as it relates to financial advice, and we aim to change that.
Our goal was to take all the complexity and complication out of financial advice. We created ClearView with the desire to offer simplicity, clarity, empowerment and transparency to the lives of our clients. We believe the best way to serve our clients tomorrow is to help them understand and visualize their finances today.
Using cutting edge technology we set out to reinvent financial advice and provide our clients with an experience unlike any other.
ClearView is a whole new approach to financial advice, one that uses cutting edge technology to simplify and streamline our clients’ financial lives. It consists of two primary services:
- A team of dedicated advisors and support staff with over 50 years of shared experience committed to helping you plan and simplify your financial future.
- Cutting edge technology offering you unparalleled access to your entire financial picture, past, present and future. Furthermore it allows our advisors to answer difficult planning questions instantaneously, giving you much greater clarity on all the “what if” questions you might have.
Together these services offer an incredible new level of service and support. ClearView was created with these goals in mind:
Financial advisors should help clients understand their finances, not further complicate and mystify the process. They should help take this complicated and confusing world and simplify it for you. Make it understandable and empowering not scary and discouraging.
You’ve collected stuff throughout your life – 401ks, insurance policies, bank accounts, all that stuff. And all that stuff has always been all over the place. The perfect experience would eliminate the clutter and organize everything for you. It would mean less paper, greater simplicity, less friction, and better decision-making.
That one place should be accessible whenever you need it, wherever you are, from whatever you have. So should your advisor. Stay connected in a way that works for you, whether that’s in person meetings, phone calls, video conferencing, emails or text messages. We will be available when you need us. We are there for you.
The perfect experience would connect everyone from your accountant to your spouse. It should loop everyone in your financial world with the up-to-date info they need, when they need it, with no extra work on your part.
Financial advice isn’t just about retirement. It’s also about the little choices you make every day that add up over time. The perfect experience would help you make smarter decisions about those decisions along the way, while showing you progress towards your long-term financial goals.
1Introduction – We start with an explanation of how the ClearView approach will forever change the way you look at your finances. You’ll be able to experience for yourself what makes ClearView such a refreshing approach to managing your financial life.
2Construction – Our objective is to eliminate any barriers that may interfere with simplifying and organizing your financial life. We come to you and create your own personal ClearView.
3Ownership – At this point we turn over ownership of ClearView to you. You now have a personal gateway into your financial world in the palm of your hands. Everything about your financial life is now simplified, understandable and accessible. You’re in charge and we’re there to help.
4Connecting Your Future with Today – With your financial life in one place, we can help you understand the relationship between what you do today and your longer term financial goals. We do this with “What-if” financial planning. Comprehensive in scope and yet easy to understand and act upon.
5Your Future – We continue your progress with ongoing meetings and support, tailored to your individual needs and desires.
As a Prosperion Advisor, Craig has the independence, support and resources to help clients with what he does best – listening to their stories, discovering their desires, and identifying their greatest financial risks, before developing a comprehensive approach to meeting those needs.
For the past 28 years, Greg has worked to provide clients with exceptional financial advice and strategic investment strategies. In the summer of 2009 he partnered with Craig and joined Prosperion Financial Advisors. His service and personal dedication to clients is second to none.
Pete has worked in finance for 4 years and helps the team with client services and new accounts. A graduate of Liberty University, his degree was in Business Marketing. His career has included finance and business ownership, which gives him a unique perspective regarding the needs of other business owners. In his down time, you’ll likely find him on the golf course or painting in his studio.
-Client Services Assistant-
Erin Graduated cum laude from the University of Denver with a finance and marketing degree, and joined Ameriprise Financial as a financial advisor along with earning her Certified Financial Planner (CFP) certification. She enjoyed her career at Ameriprise prior to taking time off to raise a family and spend time with her children. She is excited with the opportunity to get back to helping people as they plan their financial futures while still having the flexibility to be there for her kids as they grow up.
-Client Services Assistant-
Jenelle has helped clients with operational support beginning in 1989 with EF Hutton. She enjoys the daily client contact and following up on every detail. Raising two sons has kept Jenelle quite active.
Our Ideal Client
Our ideal clients are tech savvy individuals and families who have a desire to take control of their financial future.
- They understand the benefits of experienced financial advice combined with cutting edge technology.
- They desire a renewed sense of understanding and empowerment with regard to their finances.
- They desire to make their finances simple enough to easily pass along to their children or spouse.
- They recognize the value and importance of starting today.