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We are happy to announce we are reopening our office on Wednesday, May 20, 2020.

While we are excited to get back to our beautiful new office, we want to assure you that we are following all State of CT guidelines for opening the office. Keeping our employees and our clients safe is our primary concern.

When confirming appointments, you will be given the choice of a phone appointment or in-person appointment — we encourage you to choose whichever makes you most comfortable. If you choose to come in to the office for your appointment, we will provide you with our safety protocols so that you know what to expect.

We recognize that these are unusual times and strive to make your meeting as stress free as possible. Our staff will be wearing masks and maintaining social distancing as well as cleaning surface areas before and after every visit.

We look forward to welcoming everyone in our beautiful new office in the very near future. Be well and stay safe.

All our best,

Barbara and Terran

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Welcome to ClearGuidance Financial

As you chart your financial journey, we simplify complexities so that you and your loved ones can enjoy well-balanced and fulfilling lives. Whether you’re contemplating retirement decisions or building a legacy for your family or charity, we offer ongoing guidance and advice. We understand the unique circumstances facing those widowed and divorced, helping clients and their families negotiate their financial path during these life-changing events.

Collectively, we have more than 200 years of experience in the financial services industry. We consider all facets of your wealth creation and wealth preservation objectives. We provide impartial investment advice grounded in Modern Portfolio Theory and believe that asset allocation is the primary determinant of long-term portfolio performance. We help you achieve financial independence with personalized advice based on your specific situation, time horizon, goals, and needs.

Our services include Investment Management, Comprehensive Financial Planning, and Hourly Consultations. With your current lifestyle and goals in mind, we help you maximize your hard-earned income to create a workable roadmap that allows you to direct your finances with purpose. Our team is supported by a deep network of allied professionals and strategic partners—empowering us to empower you.

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Our Services

Retirement Planning

We help you structure dependable income for daily, discretionary and emergency expenses, and advise you on social security, Medicare, and required minimum distributions.

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Investment Management

We help you minimize the impact of volatility while pursuing your growth objectives, fine-tuning your portfolio to take advantage of global market conditions and your evolving goals.

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Financial Planning

Whether you’re building a college fund or strengthening your family’s financial security, look to us for a structured approach to success.

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Risk Management

Let us guide you through important decisions about life and long-term care insurance so you can plan your future with confidence.

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