Services

Consultations

A free initial consultation is offered to all prospective clients. The purpose of this meeting is to develop an understanding of your needs and financial goals. Upon completion, recommendations will be provided regarding the options of assistance Crystal Clear Finances, Inc. can provide. The future holds exciting opportunities and it's never too late!

Portfolio Analysis

Have you wondered how your investments rate in comparison to their peers? Crystal Clear Finances, Inc. can provide you with a detailed analysis of your current investment portfolio and help you determine if your portfolio is working as hard as you are!

Educational Seminars

Crystal Conversations, a subsidiary of Crystal Clear Finances, Inc., offers a wide range of financial seminars dedicated to making finances come alive! Presented in a down-to-earth style, savings, investments and insurance move from just a theory to a step-by-step plan for practical application.

Tax Planning Services

At Crystal Clear Finances Inc., we provide recommendations on investment strategies that can be used to help lower your taxes and increase the amount of money you keep in your wallet.

Weekly Radio Programs

Crystal Clear Finances, Inc. offers a thirty-minute financial educational program every Saturday morning at 10:30 a.m. on WDCD 1540am. This program is dedicated to answering your financial questions and providing practical guidance for your financial future. Take out WHAZ logo and add WDCD logo and link. Streaming available.

Interested in purchasing a CD of the radio show? Click here!

Click here to subscribe to our audio podcast!