Clear Water Financial

About Us

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A refreshing approach to investing 
Clear Water Financial was established with two main goals, to provide financial planning services to our clients and to reach out to the community with our education program to give the public a clear view of the financial world.
We offer investment services to individuals, families, and businesses.  Our retirement planning services include Roth and Traditional IRAs, along with business retirement plans such as Simple IRAs, 401(k)s, 403(b)s, and Defined Benefit Plans.  We work with parents and grandparents to develop college saving plans.  We can also help with real estate financing, personal and commercial.
Call if you would like more information about our services.

Listen Live on Tuesdays

Our education outreach program includes

Investing 101

which airs on Tuesday mornings at 10

on KCAB radio 980 AM.

Securities offered through St. Bernard Financial Services-Securities Cleared through Terra Nova Financial Group

St. Bernard Financial Services Member FINRA/SIPC