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Let Our Professionals Help

A financial professional is better to have sooner rather than later. As your life evolves, your needs may change. You may get married. You may have children. You may advance in your career… and your financial professional will be there every step of the way to help ensure that you stay protected while keeping up with these exciting changes. What matters most to us, is protecting what matters most to you.

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Life Insurance

The Foundation of Financial Security

Clear Water Capital offers insurance advisement for both individuals and businesses, including those who are just beginning their journey. With total transparency, our team will help you understand what kind of insurance you may need, as well as determining the right amount and type of coverage - all while staying within your budget.

It's at the Heart of What We Do

Our Basic Financial Strategy program includes Insurances Analysis & Review, as well as our Basic investing Strategies & Analysis. Your financial professional will walk you through each step, one-by-one, to help you set goals and plan the best path to achieve them. There are no shortcuts to good portfolio design. We work with our investment manager researchers to enhance our information to build an edge when performing our manager selection process. This means, we pay extra special attention to:

Plan To Protect

Most hard-working individuals believe it is important to leave something behind for those they care about. Thankfully, life insurance offers a flexible and efficient way to help ensure you leave behind a financial legacy. There are two basic types of life insurance: term life insurance and permanent life insurance. For some, a combination of the two is best. Confused? Don't worry! Your financial professional can help you understand the benefits that each type of policy offers, as well as which coverage is right for you.

Waiting Can Cost You

We all know too well that most people wait to put plans into action, even when they know that delaying is not in their own best interest. Truth is: buying the right amount and the right type of life insurance early in life may offer substantial long-term benefits. Keep in mind, life insurance premiums increase as you get older. Not only that, if you develop a medical condition that worsens over time, your premiums may be higher or you may not be able to get coverage. These are things you can avoid.Set yourself up for independent financial success as you prepare to transfer your business. We’ll help you look at estate taxes, retirement, personal wills, etc. so that you and your family are taken care of.

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Security for you and yours.

At Clearwater Capital, we understand the value of your family, personal assets, and businesses, which is why we treat them as if they were our own. We take a hands-on approach to your insurance to ensure that your assets are fully protected. Our strong relationships and client-first mentality help us to deliver financial planning you can count on.