Clear Strategy

Clear Strategy

Categories

Financial Planning Consultants

About Us

Traditionally you would consult with multiple professionals to guide your personal financial decisions. Our team uses a comprehensive approach to assist in implementing your vision as we navigate life together with our clients. We offer expertise in the following areas:

Investments and Financial Planning

Health and Life Insurance

Tax Planning and Preparation

Estate Planning

Mortgage Funding

Property and Casualty Insurance

Rep/Contact Info

Elizabeth Knoll
Stephanie O'Connor
Bookkeeper

Printed courtesy of www.brightoncoc.org/ – Contact the Greater Brighton Area Chamber of Commerce for more information.
218 E. Grand River, Brighton, MI 48116 – (810) 227-5086 – julannew@brightoncoc.org