Clear Financial Partners


Choreographing Your
Financial Dreams

Welcome! 
Thank you for visiting our website.

Clear Financial Partners is your local
wealth management firm located in
Lake Oswego, Oregon.  It is our mission
to provide dependable, accurate advice
and an unprecedented level of service.

Call our office at 503-579-1000
to schedule a free, no-obligation,
open discussion.
 





 

Important Links:  
 

 

 

 

 

 

*complimentary service for Diamond & Ruby level



   A financial planning group for women



 

 Clear Financial Partners is always seeking new client relationships in an effort to help as many individuals and businesses as we can.


Always looking to optimize clients' portfolios and financial plans, Clear Financial Partners is actively seeking additional support staff to assist with investment research and analysis.

We are also seeking additional Associate Wealth Advisors.

Calculators

Savings Accumulation

Estimate the future value of your current savings.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

More Newsletters →