ClearPlan Financial, Inc.

Jun 2022

I've been with Robert since 2004. His integrity and honesty is beyond reproach. Not only has he managed my investments in a fiduciary manner, but he has provided estate, retirement and tax planning. His legal background gives him a unique perspective and insight.

Jun 2022

What I’ve experienced and appreciate the most is Robert’s exceptional attention to detail. The direction he has taken my finances is certainly not random. I am gracious for the several people who have referred me to Robert and ClearPlan Financial.

Jun 2022

Robert at Clear Plan Financial is exceptional. I only wish I would of discovered his expertise earlier. His knowledge of financial planning, and legal background make him a dual asset.
Thank you to you and your fabulous team.