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Check the background of your financial professional on FINRA's BrokerCheck.

 

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clear Financial Partners. WWW.FINRA.COM & WWW.SIPC.ORG. Insurance services offered through Clear Financial Partners, Inc. Listed entities are not affiliated with Lion Street Advisors, LLC.

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A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should his or her state securities law administrator. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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...

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Any logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners is stated or implied. We are an independent financial services firm and have no affiliation with these companies listed.

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!

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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!

Headshot of Tim Clairmont CEO Founder of Clear Financial Partners ClearFP Lake Oswego Oregon Financial Advisor Wealth Manager
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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

CFP, MSFS

®

FOUNDER & CEO

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

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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

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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

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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

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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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Group before run

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Make a wish photo

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Lake Oswego Run 05.2015 011

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ARE YOU ready to ELEVATE Your

FINANCIAL ADVISING PRACTICE?

ClearFP Advisor Program_logo_2019_WHITE.