Listen to Tim Clairmont on the Radio!
We're excited to announce our new collaboration with iHeartMedia! Long time news anchor and radio personality, PAUL LINNMAN, teams up with TIM CLAIRMONT providing Portland listeners with the "KEX Financial Minute!"
Tune into 1190 KEX News Radio & NBC Sports NW Rip City Radio!
Tim Clairmont,CFP, MSFS
®
™
Paul Linnman
Mission
We empower our clients and associates in
their journey to achieve their unique vision of Happiness.
Breast Cancer Awareness Month at CFP
®
CFP, MSFS
TIM CLAIRMONT
®
™
WEALTH ADVISOR, FOUNDER & CEO
20
of industry experience and his passion for helping others have resulted in international recognition in the financial community. Learn what makes Tim love what he does.
over
years
Watch Tim Clairmont's Speech
at the Million Dollar Round Table
.png)
™
ClearFP HAPPINESS HAPPENING!
®
At Clear Financial Partners, your success matters to us and we love to share the many ways our clients are empowered to live their fullest lives.
®
The ClearFP Journey
®
WE DELIVER THE MESSAGE, SO IT'S NICE AND CLEAR
HOW CAN WE HELP?
Clear Financial Partners offers products and services that fit your unique financial situation and goals.
®
-
Retirement Income Planning
-
Mutual Fund, ETF, Stock and Bond Portfolio Management
-
Annuities*
-
Life Insurance
-
Delaware Statutory Trusts (DST's)*
-
1031 Exchange Real Estate Options*
-
Long Term Care Strategies
-
Advanced Life Insurance Strategies
-
And more...
*Click Here for Full Disclosures
ClearFP
®
™
Appreciation Events
We love treating our clients to exclusive adventures to show our appreciation.
You can be part of the fun too!
MANAGED MONEY PORTFOLIOS
Our portfolios are designed to help maximize your investments and are completely customizable to help meet your specific needs and goals.
®
TIM CLAIRMONT
CFP, MSFS
™
WEALTH ADVISOR, FOUNDER & CEO
ClearFP
®
EDGE
™
Employs Modern Portfolio Theory to develop a strategic buy-and-hold asset allocation, placing special emphasis on how investments work together.*
*Click Here for Full Disclosures
ALPHA
ClearFP
®
™
Combine efforts with top industry money managers to provide a more detailed scrutiny of security selection, asset allocation, and market timing.
™
IMPACT
®
ClearFP
Designed with the socially responsible investor in mind for those who want their dollars to have a positive impact on the world.
Financial Expertise is Only a Call Away
Our network of diverse financial professionals is ready to answer all of your questions!
TIM CLAIRMONT
FOUNDER & CEO
CFP, MSFS
®
™
Courtney Stewart, CFP
Wealth Advisor
®
Courtney has over ten years of wealth management experience and is dedicated to helping her clients achieve their personal financial goals. She provides assistance with investment management, retirement planning, college savings and life insurance.
Aaron Hessel J.D.,
Wealth Advisor
Aaron is a licensed investment advisor representative and estate planning attorney. Through his two separate businesses, Aaron has the ability to seamlessly integrate his clients' financial, business and estate plans.
Howie Hopkinson,
Wealth Advisor
Howie has know-how and products to help you manage your family’s risks, no matter what stage of life you are in. He's here to listen to your concerns and help you choose coverage for everything from home, auto, collector cars and life to farms and businesses.
Lori Ellingson, CRPC
Wealth Advisor
®
With over 20 years of experience in financial services, Lori is dedicated to developing lasting relationships with all of her clients. She serves business owners, pre-retirees and retirees.
ClearFP Client Appreciation Levels
®
We value our clients and strive to always provide the best level of service. Depending on client level, we offer educational workshops, review appointments, and opportunities for you to invite your friends and family to join.
™
Diamond
-
Quarterly review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
-
Invitations to exclusive Diamond level events
-
Invitations to Ruby and Opal level events
-
Invitations to educational workshops
-
Monthly financial and economic educational mailings
-
Weekly economic updates via email
$1,000,000+ Invested
Ruby
-
Semi-annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
-
Invitations to special Ruby level events
-
Invitations to Opal level events
-
Invitations to educational workshops
-
Monthly financial and economic educational mailings
-
Weekly economic updates via email
$500,000+ Invested
Opal
-
Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
-
Invitations to special Opal level events
-
Invitations to educational workshops
-
Monthly financial and economic educational mailings
-
Weekly economic updates via email
$250,000+ Invested
Pearl
-
Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies
-
Weekly economic updates via email
