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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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.