Who We Work With

 Individuals and Families all have the same primary three financial issues that they deal with throughout their life.  These issues include:

Retirement Planning
Risk Management
Wealth Transfer

Retirement planning refers to accumulating assets for a future income need and then distributing those assets to help fund the lifestyle you want.  Risk management is a strategy that people use to protect themselves and their loved ones from risks that they will encounter throughout their lives.  Wealth transfer is planning for the orderly distribution of whatever is left to your loved ones when you die. 

 Whether you are starting a business or are contemplating succession or exit strategies, you need experienced, trusted advisors as you work toward the success you imagined when you made the decision to embark on the path of entrepreneurialism.

Becoming a successful entrepreneur has always defined the American Dream.  Overcoming obstacles to build a business and create an entity that is able to provide for your well being as well as for your employees is the ultimate challenge.

As a successful business owner, we know your business presents challenges on a daily basis that require focus and dedication that most other individuals are not able to sustain.  However, it is this same focus and dedication to your business that can distract you from fully realizing the financial opportunities that are available to you by integrating your personal and business planning.  This is why many entrepreneurs turn to Clear Skies Financial.  We focus all of our planning around your largest asset, your business, and we use strategies that are available to the business to help the owners work towards their personal financial goals.  We believe this change in our approach from the standard advisor can provide huge benefits to you, the client.

 Clear Skies Financial has a differentiated niche of serving medical professionals.  We simply understand your world.  Our team has more than 10 years of designing and implementing retirement, asset protection, tax and disability plans specifically for doctors.  We do comprehensive financial planning and consulting that provides concierge financial strategies for doctors, from residency to retirement.

Why does this specialization matter?  It matters for the same reasons that patients choose you for your area of expertise.  Your specialization enables you to provide better care for a more efficient, effective experience that results in a more positive outcome that can be replicated.  Isn’t this outcome why we all prefer to deal with a specialist in solving our problems?

Healthcare, practice management and the business of medicine has changed over time.  Change has also occurred in regards to financial planning for today’s physicians.  Whether you are talking about retirement plans, asset protection planning or disability income the fact is that these planning areas have evolved.  As working with medical professionals is one of our practice niches, we are on the cutting edge of this evolution.

Allow us to sit down and share with you the new paradigm of planning for today’s doctors and medical practice.