Key Services - ClearPoint Financial

Key Services


ClearPoint Financial has no proprietary products, and we are not affiliated with any investment managers. Our comprehensive services enable us to engage with clients exclusively on their behalf. The advice we deliver is unbiased and focused on the single objective of helping you pursue your investment goals.


Individualized investment education/advisory services to empower employees to take a more active role in their financial future:

  • ClearCommunication Plan - establishes a clear plan of action with success parameters
  • ClearCoaching – grants employees access to an experienced advisor for on-site group meetings, telephone and web-based interaction
  • Financial Wellness Program – helps your workforce become smarter consumers of debt and credit
  • Group Education Workshops – enhances financial understanding through a wide range of customizable seminars
  • Quarterly Webinars – presents regular opportunities to participate in timely, educational topics
  • Personalized Advice – addresses each participant's individual needs through one-on-one financial counseling


  • Plan Design Assistance – helps make your plan more effective and efficient
  • Investment Policy Statement Review – documents a formal and prudent plan management process
  • Trustee Review Meetings – helps ensure you are meeting stated objectives
  • Investment Analysis (by Chartered Financial Analysts) – helps ensure recommendations are free of bias and conflicts of interest
  • Fee Disclosure – details all plan fees and revenue sharing
  • Vendor Benchmarking – helps ensure your company is using the right service providers for your needs
  • Fiduciary Status – provides you with written acknowledgement of understanding
  • A Dedicated Client Relations Manager – brings a wealth of experience and direct accountability


A great retirement plan starts with a simple conversation. We like to start by listening.  We want to know your needs and understand your culture.  Only then can we draw upon our decades of experience and share potential thoughts and ideas for your organization.

Are you ready for a conversation?  (206) 905-8100