Insurance and Estate Planning

The best offense is a good defense.

Sometimes, the best offense is a good defense. Protecting your assets in dire times will keep you, your business, and your family on track financially.

We seek to help you protect yourself by insuring:

  • your ability to work
  • your health
  • your life


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See also: An Estate Planning Checklist

Sometimes, the most important plan you will make is to protect and care for others after you are gone.  We can help you to understand and plan for:

  • minimizing taxes on your estate
  • protecting your family from the capital gains tax on your business or investments
  • leaving money to your family, beneficiaries, or charities

As independent advisors, we are able to offer you the best protection options for your situation, whether personal or corporate. We can work with your accountant and lawyers, ensuring the plan is complete and consistent with all laws and regulations.

Building Your Plan

At Clear Focus Financial, we help you build a plan to reach your goals, and show you how best to put your plan into action. Our objective is to make sure that your plan makes sense to you — that you feel comfortable with it, and that it gets you closer to where you would like to be. Even a small step in the right direction is better than no step at all, and we are here to help with that.

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