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The average investor loses 1–2% of their annual returns to avoidable taxes. Over a 20-year retirement, that's hundreds of thousands of dollars quietly vanishing from your wealth. Clearview Financial Partners builds tax-efficient strategies that help you keep more of what you've earned.
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Book Your Time Now →Most investors focus on returns but overlook the largest controllable cost in their portfolio. Tax-inefficient investing silently compounds against you, year after year.
Frequent trading and poorly timed rebalancing trigger short-term capital gains — taxed as ordinary income at rates up to 37%. Even long-term gains face rates up to 23.8% for high earners. A tax-aware approach can reduce this dramatically.
Holding the wrong assets in the wrong accounts (taxable vs. tax-deferred vs. Roth) costs investors thousands annually. Strategic asset location is one of the simplest wins available.
Tax-loss harvesting can offset gains and reduce your tax bill by thousands each year — but only if it's done systematically and proactively.
Independent. Fiduciary. Focused on what matters to you.
We're legally required to act in your best interest. No commissions, no proprietary products, no conflicts.
We work with a limited number of clients so you always have direct access to your advisor — not a call center.
Tax strategy, retirement income, estate planning, and investment management — all coordinated under one roof.
Our team has navigated every market cycle since the late '80s. We've seen it all and planned through it all.
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