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Diamond Level- $1,000,000+ invested with Clear Financial Partners

  • Quarterly review appointments focusing on: investment performance, estate planning, insurance review and tax strategies
  • Invitations to exclusive events for Diamond level clients of Clear Financial Partners
  • Invitations to events for Rubies, Opals, and all clients of Clear Financial Partners
  • Invitations to our regular educational workshops
  • Monthly educational mailings focusing on current financial and economic issues

Ruby Level- $500,000+ invested with Clear Financial Partners

  • Semi-annual review appointments focusing on: investment performance, estate planning, insurance review and tax strategies
  • Invitations to special events for Ruby clients of Clear Financial Partners
  • Invitations to events for Opals and all clients of Clear Financial Partners
  • Invitations to our regular educational workshops
  • Monthly educational mailings focusing on current financial and economic issues

Opal Level- $250,000+ invested with Clear Financial Partners  

  • Annual review appointments focusing on: investment performance, estate planning, insurance review and tax strategies
  • Invitations to special events for Opal clients of Clear Financial Partners
  • Invitations to our regular educational workshops
  • Monthly educational mailings focusing on current financial and economic issues

Pearl Level- Less than $250,000 invested with Clear Financial Partners

  • Annual review appointments
  • Return all calls within one business day
  • Weekly economic updates via email