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Investment Options

Client Centered

There are a lot of investment options to navigate through. Mutual funds, index funds, stocks, bonds, Exchange Traded Funds, Unit Investment Trusts, Separately Managed Accounts… how do you know which is the best option for you?

Whether you are a seasoned investor or are just starting to build a portfolio - proper investing is a complicated endeavor. Not only are you tasked with understanding the nuances of each investment type, you are expected to follow the constant ebb and flow of the markets. With ClearStep Financial, we take this burden off your shoulders and design a well-rounded portfolio that can help enhance your long-term financial outlook without having to sacrifice your current lifestyle.

Based on your risk tolerance, current assets and future needs, we will design an offensive and defensive plan for growing your wealth over time. As fiduciaries we act in your best interest. We aren’t restricted by sales quotas or outside entities. Instead, we focus on what matters to you and will only take steps that lead you in the direction of your goals.