CLEAR Retirement Advice

Sep 2022

We have been with Clear Retirement Advice for over 1 1/2 years, it was a tough decision o hire a financial planner, but I must say it truly has been once of the very best decisions my husband and I have made. I interviewed several advisors before choosing Jim and his staff. I felt Jim was genuine during our meeting. He made me feel very comfortable talking about what we wanted our retirement to look like and where he could help us to make it a reality. Jim always includes us in decisions and helps me remain calm and on track even when the market is turbulent. On our last meeting I told Jim because of him and his team I can sleep at night. I would recommend Clear Retirement to anyone who wants to feel positive about their retirement and financial future.

Jun 2021

I was introduced to Jim by my Trust Attorney and have been extremely satisfied with his kindness and patience with me in forging a path ahead for my future. This involved a lot of hand holding on his part as I was contending with a death in the family, the sale of my family home and relocating (with two cats) across the country. Jim explains things in a manner I can understand and never once has made me feel as if I'm "less than". He always asks about the cats and how I'm doing in my new home. Even though I live across the country, I will remain his client as long as he'll have me and enjoy zoom meetings with him on a regular basis. He's always made it clear that if I have ANY questions or concerns to by all means reach out to him.I 100% recommend Jim for his astute knowledge and also his kindness.

Oct 2020

We are a semiretired couple. We found Jim Schwarz through Zoe financial referral service. We are most satisfied and enthusiastic about his attention to our goals and care of our investments. During the ups and downs of our economy he made maintained and improved our financial standing. The value of our portfolio has improved over the past year and a steady stream of income has resulted from his activities on our behalf. Mr. Schwartz is a serious yet affable advisor. He communicates with us regularly and offers references for tax and estate planning. His fees are very reasonable considering the gains we have accrued. We could not be happier and will continue with Clear Retirement Advice for the foreseeable future.