Plan for tomorrow today!
✅ Personalized Portfolios — We build a custom investment strategy aligned with your goals, risk tolerance, and timeline.
✅ Goal-Focused Planning — Whether it’s retirement, education, a major purchase, or generational wealth, we keep your objectives front and center.
✅ Diversification Strategies — Reduce risk and improve potential returns through a well-balanced mix of assets.
✅ Professional Oversight — Your portfolio is actively monitored and adjusted to respond to market changes and opportunities.
✅ Tax-Efficient Investing — Maximize after-tax returns through smart placement of assets and strategies like tax-loss harvesting.
✅ Retirement Readiness — Ensure your investments are on track to provide the income you’ll need in retirement.
✅ Transparent & Ongoing Communication — We keep you informed and engaged with regular updates and reviews.
✅ Peace of Mind Through Expertise — Let us handle the complexities so you can focus on living your life today while planning for tomorrow.
✅ Holistic Financial Planning — We integrate every aspect of your financial life, from taxes and investments to estate and retirement planning.
✅ Customized Strategies — Tailored solutions designed to meet your unique goals, values, and circumstances.
✅ Coordinated Expertise — Our team works together to ensure your plans are aligned and optimized across all areas.
✅ Proactive Risk Management — Identifying and mitigating risks before they become issues.
✅ Tax Efficiency at Every Step — Minimizing tax liabilities while maximizing growth and preservation.
✅ Ongoing Monitoring & Adjustments — We continuously review and adapt your plan as your life and the market evolve.
✅ Clear Communication & Education — Keeping you informed and empowered to make confident decisions.
✅ Peace of Mind — Knowing all parts of your financial life work together smoothly for your present and future.
✅ Client-Centered Approach — We prioritize your needs, goals, and values in every decision we make.
✅ Responsive Communication — Prompt, clear, and transparent updates whenever you need them.
✅ Personalized Attention — Dedicated advisors who know you and your financial situation inside and out.
✅ Long-Term Relationships — Building trust and partnership that lasts through every stage of life.
✅ Proactive Support — Anticipating challenges and opportunities before they arise.
✅ Education & Empowerment — Helping you understand your options and feel confident in your decisions.
✅ Ethical & Transparent — Upholding the highest standards of integrity and honesty in all we do.
✅ Accessible & Approachable — We’re here for you, whether it’s a quick question or detailed planning
✅ Proactive, Not Reactive — We help you plan ahead so you can minimize taxes year-round, not just at filing time.
✅ Customized Strategies — Every business and individual is different; we design a tax plan tailored to your unique situation.
✅ Maximize Deductions & Credits — We identify and document all eligible write-offs and credits to lower your tax bill.
✅ Entity Structure Review — We evaluate your business structure to ensure you’re set up for maximum tax efficiency.
✅ Timing Matters — We help you time income and expenses strategically to smooth out your tax liability.
✅ Retirement & Wealth Planning Integration — Tax planning that works hand-in-hand with your long-term financial goals.
✅ Stay Compliant & Confident — Reduce audit risk and stay ahead of changing tax laws with expert guidance.
✅ Year-Round Support — Tax planning isn’t a one-time event — we’re here to adjust your plan as your business and life evolve.
✅ Preserve Your Legacy — Ensure your hard-earned assets go to the people and causes you care about most.
✅ Wills & Trusts — Create clear, legally sound documents that reflect your wishes and avoid unnecessary court involvement.
✅ Protect Your Loved Ones — Appoint guardians for minor children and provide financial security for your family.
✅ Avoid Probate — Minimize delays, costs, and public scrutiny by keeping your estate out of probate court.
✅ Minimize Estate Taxes — Use proven strategies to reduce the tax burden on your heirs and maximize what they inherit.
✅ Plan for Incapacity — Advance medical directives and powers of attorney ensure your healthcare and finances are managed according to your wishes if you’re unable.
✅ Business Succession Planning — Protect the future of your business and provide a smooth transition for the next generation.
✅ Peace of Mind — Rest easy knowing your affairs are in order and your family won’t have to make difficult decisions in a time of grief.
✅ Financial Security for Loved Ones — Ensure your family can maintain their lifestyle, pay bills, and meet future needs if you’re no longer there.
✅ Replace Lost Income — Help your family cover daily expenses, mortgage payments, and education costs in your absence.
✅ Pay Off Debts & Final Expenses — Leave your loved ones debt-free and cover funeral or medical costs.
✅ Business Protection — Fund a buy-sell agreement, protect key employees, or provide liquidity for business succession.
✅ Wealth Transfer Tool — Pass wealth to heirs tax-efficiently and avoid unnecessary estate taxes.
✅ Charitable Giving — Leave a lasting legacy by naming a charity as a beneficiary.
✅ Customize to Your Needs & Budget — From term to whole life to universal policies, we help you find the right coverage at the right price.
✅ Peace of Mind Today — Know your family and your business are protected no matter what tomorrow brings.
Jon began his financial advisor career in 2011 at Merrill Lynch and in June of 2015 he left Merrill Lynch to start Clear Skies Financial. Jon felt that as a independent RIA firm that it would be more beneficial to his clients to serve them as a fiduciary than working at a brokerage. Every decision made for clients should be about them not the firm. This still holds true today, as fiduciary everything we do is for the client.
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Please reach us at jon.geib@clearskiesfinancial.com if you cannot find an answer to your question.
Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.
We will work with you to help you establish the right balance of risk to reward for your investments.
Yes life insurance is an important part of planning your estate and protecting your legacy.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
2200 E Williams Field Rd Suite 200, Gilbert, Arizona 85295, United States
Monday - Friday: 10am - 5pm
Saturday: By appointment
Sunday: Closed
Clear Skies Financial
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