Welcome

We have decided that the fee-only approach is best for our firm. No conflicts of interest, commissions, or other distractions that are part of the transactional financial services firm. We are a REGISTERED INVESTMENT ADVISOR, and as such, by law, must place our clients' interest above our own. Our fees are completely disclosed to you.

Contact us for a free consultation to see if we are a good fit.

You can sign up for a free analysis of your portfolio and holdings upon request.

Send us an e-mail at info@clear-trace.com

We provide financial and business advice without any commissions. This ensures that your results are unbiased. As a fiduciary, you can be sure that the service we provide has YOUR interest FIRST. Explore this site for more information, contact us, or schedule an appointment.

We offer a variety of financial services such as investment management, comprehensive financial planning, estate planning, organizing financial documents, and technical assistance to help you "get connected" to your financial institutions. Please contact us for a free consultation so we can discuss if we are the right fit.

Fiduciary Service

We operate as a fiduciary, which means your interest comes above all else.

We can perform individual engagements such as 401(k) or tax reviews.
These projects are very specific and usually are one-time events.
The task determines the price.

Fixed Fee Options

Our most popular option, we make recommendations on your investment portfolio based upon thorough risk tolerance profiling and your long term goals.

Clear Trace Financial

Fee-Only with YOUR Interest FIRST

We provide financial and business advice without any commissions. This ensures that your results are unbiased. As a fiduciary, you can be sure that the service we provide has YOUR interest FIRST. Explore this site for more information, contact us, or schedule an appointment.

We operate as a fiduciary, which means your interest comes above all else.

Fixed Fee Options

Investment Management

Call us at 1-502-234-2164 or e-mail to info@clear-trace.com

Heading 1

Clear Trace Financial

Fee-Only with YOUR Interest FIRST​​

​​We provide financial and business advice without any commissions. This ensures that your results are unbiased. As a fiduciary, you can be sure that the service we provide has YOUR interest FIRST. Explore this site for more information, contact us, or schedule an appointment.

We operate as a fiduciary, which means your interest comes above all else.

Fixed Fee Options

Investment Management

Call us at 1-502-234-2164 or e-mail to info@clear-trace.com

Heading 1

Fee-Only with YOUR Interest FIRST

We provide financial and business advice without any commissions. This ensures that your results are unbiased. As a fiduciary, you can be sure that the service we provide has YOUR interest FIRST. Explore this site for more information, contact us, or schedule an appointment.