Clear Financial Partners

Create Your Path To Financial Freedom

Financial advisor in Lake Oswego, OR (show on map)

4.8

★★★★★

22 reviews

Local wealth management firm in Lake Oswego, Oregon, offering customized financial planning and investment solutions.

Call (503) 579-1000

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About

Clear Financial Partners® is a local wealth management firm located in Lake Oswego, Oregon. We combine deep industry expertise with a client-centric focus to create strategies that are uniquely suited to your needs.

By addressing every facet of your financial situation, we ensure that our solutions are not only effective but also aligned with your personal aspirations and values. Our advisors utilize their experience and expertise and place your best interests first. As fiduciaries, we are committed to providing advice that prioritizes your financial well-being above all else. We offer portfolio management, life insurance strategies, variable annuities, fixed index annuities, and alternative investments.

Personalized approach to financial planning

Fiduciary commitment prioritizing client well-being

Customized plans for unique financial situations

Over 25+ years of business with strong client relationships

Free Clarity Call consultation

Services

Portfolio Management

Managing a portfolio effectively requires thoughtful strategy and ongoing attention to detail. With a focus on risk management, asset allocation, and long-term growth, we aim to help you navigate your financial journey with confidence and clarity.

Risk management Asset allocation Long-term growth

Life Insurance Strategies

Life insurance is a key component of a comprehensive financial plan. By assessing your current financial situation and long-term objectives, we help identify strategies that provide peace of mind and ensure your loved ones are cared for when it matters most.

Financial protection Peace of mind Legacy planning

Variable Annuities

With a variety of investment options and income strategies, we help you evaluate how a variable annuity might fit into your overall plan. Our goal is to offer insights that enable you to understand how these products can complement your financial objectives and manage both risk and reward.

Investment options Income strategies Risk and reward management

Fixed Index Annuities

Fixed index annuities provide a way to secure a guaranteed return, while also allowing for potential growth based on market performance. We'll help you understand the features of these annuities, such as protection from market downturns and the opportunity for higher returns linked to index performance.

Guaranteed return Market downturn protection Index-linked growth

Alternative Investments

Alternative investments can offer diversification and potential growth outside traditional market assets. Whether it's real estate, private equity, or commodities, we provide guidance on integrating these options into your broader investment strategy.

Diversification Real estate Private equity Commodities

Credentials & Certifications

MSFS™

LACP™

FINRA BrokerCheck

Cetera Wealth Services, LLC

Cetera Investment Advisers LLC

Allianz Life

The Pacific Financial Group

Corebridge Financial

Reviews

Rating

4.8

★★★★★

Reviews

"I was referred to Tim and his team at Clear Financial by a family member."

Frequently Asked Questions

What services do you provide? +

We offer a variety of financial planning services such as portfolio management, life insurance strategies, estate planning, retirement income planning, and much more. See Our Solutions page to learn more. If you're unsure which services you need, our initial consultation will help you determine the best approach based on your unique circumstances.

Do you only serve clients in the Portland area? +

We serve clients nationwide, not just in the Portland area. While we are based in Portland, Oregon, we have the ability to assist individuals and businesses across the country. Our team is equipped to offer virtual consultations and can tailor financial strategies to meet your specific needs, no matter where you're located.

What makes your financial advisory services different from others? +

What sets us apart is our personalized approach. We take the time to understand your goals, concerns, and values before recommending any financial strategy. Unlike one-size-fits-all solutions, we craft customized plans that are designed for your unique financial situation. We also stay up-to-date with the latest financial trends and tax laws to ensure that your strategies remain relevant and effective.

What is a 'Clarity Call?' +

A Clarity Call is a free, 15-minute consultation where you'll have the opportunity to speak with one of our financial advisors. During this time, we'll listen to your concerns, learn more about your unique financial situation, and discuss how we can help you achieve your financial goals. It's an informal, no-pressure conversation that gives you a chance to better understand how we can assist you before committing to any services.

Do you offer financial planning for retirement? +

Yes, retirement planning is one of our core services. We help you create a strategy that considers your desired retirement age, lifestyle, tax situation, and investment preferences. Whether you are just starting to save or nearing retirement, we can help you design a plan that gives you peace of mind and ensures you have the financial resources you need for your golden years.

What happens if my financial goals change? +

Life changes, and your financial goals may change too. Whether it's a change in income, a new job, marriage, or a major life event, we are here to adjust your plan as needed. We recommend scheduling a review meeting if you experience any significant changes so we can ensure your financial strategy is always in line with your evolving goals.

How do you ensure my personal information is secure? +

We take privacy and data security very seriously. Our website and financial management systems are encrypted with the highest standards of protection. All personal and financial data is stored securely and is only shared with relevant parties when necessary for your financial planning. We are fully compliant with data protection regulations and ensure your information is handled with the utmost confidentiality.