Clients we serve
Our clients
The next millionaire. You may be just beginning your career and family, or beginning to build your wealth. Either way, there are many things on your mind; protecting your family, saving for retirement, putting children through school. These worries can be turned to relief with a coordinated financial plan. We can put together a plan that fits every budget.
Retiree. You have spent your career earning your wealth, and now it is time to begin enjoying the fruits of your labor. The problem is, what risks are you exposed to? Market collapse? Tax exposure? Income from assets too low? Clear Creek Financial Management will work with you to both coordinate a realistic plan and increase the efficiency of your portfolio.
Professional. You have survived the toughest years of a career. Kids may be out of the house, you may have more discretionary, and financial independence may be just around the corner. We would like to help you take control of your assets to both protect and grow them for the beginning of your exciting retirement road.
Transitioner. Life throws curveballs at us all the time. Job change, a new baby, mortgage, unexpected death. What is your plan to navigate this new chapter? Clear Creek Financial Management specializes in helping you and your financial life adjust to get out of the storm and back into calmer waters.
Useful Websites
Taxes: https://www.irs.gov/
Government Agencies: https://www.ssa.gov/
News
The Wall Street Journal: https://www.wsj.com/
New York Times: https://www.nytimes.com/
Morningstar.com: http://www.morningstar.com/
Calculators
Smart Bond Investing Accrued Interest Calculator: https://tools.finra.org/accrued_interest/
Retirement Calculator: https://www.bankrate.com/calculators/retirement/retirement-plan-calculator.aspx
College Savings Calculator: https://tools.finra.org/college_savings/
Loan Calculator: https://tools.finra.org/loan/
Savings Calculator: https://tools.finra.org/savings_calculator/
401(k) and IRA Minimum Required Distribution Calculator: https://tools.finra.org/rmd/
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. .
Clear Creek Financial Management, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place.
Magellan Wealth Management is a dba of Clear Creek Financial Management, LLC. TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Clear Creek Financial Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
