OUR NEXT WEBINAR

"How To Rollover Your 401(k)

and Lump-sum Pension Tax-Free" 

Tuesday, September 22nd at 6pmPT from wherever you are!

Learn about the things you can do with your 401k, from the man who wrote the Amazon Best Seller book on it!

Tim Clairmont,CFP, MSFS

®

CALL TO LEARN MORE 503.579.1000

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

As Seen In...

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

Media

Room

®

Podcasts, articles,

and more!

There's An App for That!

Learn financial principles that can quickly be implemented to help create your unique vision of Happiness.

®

Download your

ClearFP  Clock App  today!

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 Level

$1,000,000+ Invested

Ruby Level

$500,000+   Invested

Opal Level

$250,000+   Invested

Pearl Level

Less than $250,000 Invested

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

Less than $250,000 Invested

ClearFP Gives Back!

Learn About The Ways We Support Our Community with Our 

Dollars and Minutes

®

Every month we select one organization with an important cause to help them raise awareness and funds for the incredible work they do!

Help us fill the Give-O-Meter!

Make a donation to this month's charity or share our progress on social media.

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Tim_edited

Group before run

Group before run

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163F3722-

Make a wish photo

Make a wish photo

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Lunch17-179

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Lake Oswego Run 05.2015 011

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ARE YOU ready to ELEVATE Your

FINANCIAL ADVISING PRACTICE?

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®
®
Over the past two decades, Tim Clairmont grew Clear Financial Partners  from nothing into the global business it has become today. Now, Tim shares what he learned with other advisors around the world with his
ClearFP Advisor Program.
TM
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