Fee-Only Financial Advisors Serving Eastern Iowa

Unbiased Financial Advice from Fee-Only Fiduciaries Serving the Quad Cities Metro Area (Davenport, Bettendorf, Moline, Rock Island) and Burlington

Image for The Client Experience

The Client Experience

Want to know what to expect when engaging with a ClearWealth Advisor? In this insightful video, we delve into just that, ensuring you’re fully informed and prepared for an enriching conversation!

In The News

Logo for Investment News
Logo for Bloomberg
Logo for Financial planning

Stay up-to-date with the latest insights by subscribing to our blog! 

Click here to subscribe and receive email notifications for our newest blog posts.

Image for The Financial Waterfall: A Guide for Wealth Building Success

Nov 16, 2023

The Financial Waterfall: A Guide for Wealth Building Success

I hesitate to make blanket statements. Everyone has different financial situations and ideas about their ideal future (i.e., goals). However, if you are at a surplus of income and wonder, “Hey, what should I be doing? Where should I be putting my money?” I have a guide for you that I call The Financial Waterfall.

Image for Choosing the Right Captain for your Financial Ship

Nov 1, 2023

Choosing the Right Captain for your Financial Ship

Navigating your personal financial journey can sometimes feel like setting out to sea with the destination in mind but little nautical experience to ensure a safe and efficient voyage. If this is the case, finding someone who can help guide you through the unfamiliar waters can be a wise decision. In keeping with this sailing theme, let’s delve into an analogy for your financial vessel.

Image for Retirement Needs a Rebrand

Apr 6, 2023

Retirement Needs a Rebrand

For a second, I want you to close your eyes and imagine someone that’s in retirement. Did it include sitting on a beach every day without a worry in the world, a job to do, and a margarita in your hand? I’d be lying if I told you that’s not what I used to picture and believe me, after a winter in Eastern Iowa, I’d be elated at the thought of doing so.