Clear Perspectives Financial Planning, LLC

We work as a team with busy people and families to understand and help you to achieve your goals.  Our clients are surprised by what good tax and financial planning can do to put more money in their pockets!  We partner with you to create a roadmap and we take care of everything we possibly can do for you so you can devote yourself to the other things you enjoy.  Our advisor team includes female and male advisors who team up together with couples to ensure strong engagement, communication and followup.  

Whether you are planning for retirement, college, or just need to get your financial life in order, we welcome the opportunity to help you. Call us at 513-469-8400 to schedule an appointment.

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This Office

9545 Kenwood Rd Ste 402 Blue Ash, OH 45242-6100 Phone: (513) 469-8400 Fax: (513) 469-8401

Primary Office

9545 Kenwood Rd Ste 402 Blue Ash, OH 45242-6100 Phone: (513) 469-8400 Fax: (513) 469-8401