About ClearWealth Planning
Since 2010, ClearWealth Planning has been providing comprehensive retirement planning and investment management services to individuals and families nationwide.
As a holistic, top-down retirement planning practice, ClearWealth Planning designs and creates a blueprint to help you build the retirement plan of your dreams. Whether you are near retirement, recently retired, or still have many years before retirement, ClearWealth Planning can help. From 401(k) retirement plans to investment plans and more, we have you covered.
The ClearWealth Advantage
No Constraints
ClearWealth’s multi-custodial platform has the competitive advantage of offering choices that are outside of the limited proprietary products offered at large brokerage firms. With ClearWealth, you are not tied to just one brand or custodian and always have the ability to make changes if you are not satisfied. You have many options when it comes to our financial services.
More Services
Through our many partnerships and strategic alliances, we offer a better choice of products and services without bias toward any one provider or brand. This gives us the ability to always act in our clients’ best interest as a fiduciary. Your retirement planning will be more well-rounded with our many financial services.
Favored Pricing
Our fees for financial services can be structured in several ways, allowing clients control and choice when designing an arrangement that is mutually beneficial. Compensation can be arranged as:
- A percentage fee of assets under management
- An hourly rate basis
- A flat fee based on services provided (e.g., Comprehensive Financial/Retirement)
Brian Britt is an experienced investment advisor and financial consultant in San Diego, and ClearWealth Planning’s asset management services are designed to help you succeed. Reach out to him today to schedule a conversation or register for an upcoming retirement planning webinar