Our Process

WORKING WITH YOU TO CREATE A PLAN THAT WORKS FOR YOU

ClearPoint Financial builds long-lasting relationships by providing personalized attention and comprehensive service to you and the people who work for you. From the beginning, our vision has been to create the premier retirement plan consulting firm—one that understands and supports the unique needs of plan sponsors and the employees they serve.

RESEARCH DRIVEN PROCESS

Our research team, led by seasoned Chartered Financial Analysts, has developed a respected investment selection and monitoring process.

TRANSPARENCY

We believe that life is simpler when all parties understand each component of the plan’s fee structure. Our fee disclosure tools deliver transparency you can trust to negotiate the most competitive pricing. We maintain the ability to work with virtually every vendor in the marketplace.

POWERFUL TOOLS

Our exclusive focus on retirement plan consulting has enabled us to create and leverage powerful tools uniquely suited to plan sponsors’ needs. We listen, and then craft strategies to help employers and employees pursue their unique goals.