Financial Solutions Products

At Clear Mountain Financial Solutions, we are dedicated to providing access to a full array of investment products for your financial planning needs. Whether you are looking for Mutual Funds, Fixed and Variable Annuities, or Managed Accounts, our team can help you through the process of determining your options. We also offer both 401K and Simple IRAs for your retirement needs.

An account (active or passive) using manager models with multiple different investment strategies, which includes tax efficiency and rebalancing of funds. Portfolios are built to the individual needs of your situation.

An array of possibilities within the account may include common and preferred stocks, municipal bonds, exchange-traded funds, mutual funds, annuities, and money market funds.

Investment strategies can provide tax-deferred growth and an income stream later in life.

Protect your assets and your legacy in a more tax-efficient way.

A broad range of tax-deferred investment strategies and planning tools outside of the pension and 401k savings plan.

Employer-sponsored plans help with employee retention and planning for your future and your employees.

A retirement plan established by employers, including self-employed individuals, for the benefit of their employees.

A tax-advantaged savings plan designed to encourage families to save for college.

Our licensed financial advisors at Clear Mountain Financial Solutions will provide a free financial review to create a custom plan tailored to your specific goals and needs.

Have questions? Not sure where to start? No worries. Our team of licensed financial advisors at Clear Mountain Financial Solutions are happy to meet with you to discuss your financial goals.