Broker Check

“Retirement is wonderful if you have two essentials – much to live on and much to live for.”

Our Financial Services

We take a comprehensive approach when providing appropriate financial solutions, and for most of our clients, we focus on these key services:

Investment Management

  • Portfolio Analysis
  • Investment Selection
  • Performance Review
Learn more

Retirement Planning

  • Saving for Retirement
  • Paying for Education
  • Living in Retirement
Learn more

Strategy

  • Generating Income
  • Focusing on Dividends
  • Opportunity for Growth
Learn more

Welcome to Clear View Financial Services, LLC

Clear View Financial Services, LLC is an independent financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering what we believe to be an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 941-206-8500. We look forward to hearing from you.

Learn more

The Lottery Is No Retirement Plan

Pay yourself first instead, with your future in mind. 

Provided by Clear View Financial Services, LLC.

Powerball fever swept across America last week, with a record jackpot of $1.5 billion eventually being split by three winners in the January 13 drawing. Millions lined up for lottery tickets, hoping to realize their dreams of being rich, independent, and carefree.

Learn more

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

Have a Question?

Name
Email
Message
Thank you! Oops!