FREQUENTLY ASKED QUESTIONS
WHY DO I NEED A FINANCIAL ADVISOR?
Working with a financial advisor minimizes the emotional influence of your decision making and maximizes the likelihood of achieving your goals. Delegating decisions means that our clients get to enjoy the present while knowing that their financial future is secure.
WHO ARE YOUR TYPICAL CLIENTS?
Our clients include a range of people from doctors to entrepreneurs to families. They all have several things in common: they are serious about staying engaged with their goals, are open to working with a trusted advisor, place high value on spending their time on things that matter to them.
DO I HAVE TO COME INTO YOUR OFFICE TO GET HELP?
Our systems are designed so that we can easily have productive conversations about your finances through video, on the phone, or in person.
HOW DO I GET STARTED?
You can send an email to us at hr@clearwaterfinancialgroupinc.com or send us a form through our website. Feel free to give us as much information as possible about your goals and what you are looking for and we will reach back out within 24 business hours.