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At Clear Wealth Solutions™, we assist individuals and families in taking control of their financial future with clarity and confidence. Our financial planning strategies focus on protecting your money from market losses, minimizing taxes, and developing retirement strategies that create predictable, tax-free income for your retirement.

Your money deserves protection from market downturns.
Our 0% protective floor ensures you never lose a cent to market volatility — even when the market drops.

Capture growth without unnecessary risk.
Our indexed crediting strategy lets your savings benefit from market gains—up to a secure cap—without exposure to losses.

Keep more of what you’ve earned.
Our strategies use tax-advantaged accounts to help you generate predictable, tax-free retirement income and long-term stability.





At Clear Wealth Solutions™, we assist individuals and families in taking control of their financial future with clarity and confidence. Our financial planning strategies focus on protecting your money from market losses, minimizing taxes, and developing retirement strategies that create predictable, tax-free income for your retirement.
© 2025 Clear Wealth Solutions™. All rights reserved.
Clear Wealth Solutions is an independent agency representing select A-rated financial carriers.
This information is not intended as tax or legal advice. Results may vary based on individual circumstances.
California License #4471984
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