Eric D. Figarsky, CFP^®

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why all of us at Clearview Wealth Management make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like. Our process involves designing and adjusting a plan of action for you as our client. The steps of this include: Understanding your concerns and goals Analyzing your financial situation Developing an overall financial strategy together with you Setting up or adjusting your investments, insurance and benefits, estate plan vehicles, tax shelter vehicles, etc. It doesn't end there. We'll monitor the progress you, through your actions and your investments, are making toward your financial goals and security. We expect to meet regularly with you to make sure your action plan, your investments, and insurance reflect your current life circumstances. If adjustments appear prudent we will help you to make these.