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ClearGuide Financial & Tax Services
(614) 286-8277

The Power of Tax-Deferred Growth What to Do When You Lose Your Wallet Should I Invest in Gold?

Your Financial Future

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards.  We work closely with our clients to evaluate those opportunities and get in position to reap those rewards and enjoy helping them build a solid financial foundation for the future.

Whether you need help with tax preparation or tax planning, are facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We believe long-term relationships that encourage open and honest communication are the cornerstone of our foundation for success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?