ClearVista Financial @ClearVistaTeam
Spend Life Well. Financial advisor team. Securities offered through Cambridge Investment Research Inc., member FINRA/SIPC. clearvistafinancial.com Waco, TX Joined June 2011-
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Happy Easter from the ClearVista Financial Team! We wish you a blessed Easter filled with joy in remembrance of our Savior! #Easter #heisrisen
Wondering how you can trust God with your money? Listen to today's episode of the Spend Life Well show, now available wherever you listen to podcasts! #Biblical #Biblicaladvice #financialfreedom
Missed this month's market update! No worries! The March market update is now available on YouTube! To register for future events, visit clearvistafinancial.com/events. #marketupdate #financialadvice #stocks
We have a wide variety of services to best fit your financial needs! Contact us today with the link in our bio to see how we can help you Spend Life Well! #personalfinance #financialadvisor #WealthManagement #FinancialPlanning
Catch the latest episode of the Spend Life Well Show: The 3 Most Common Questions about Retirement! Available now wherever you listen to podcasts. #podcast #spendlifewell #financialfreedom #retirement
Curious about how we can help you Spend Life Well but are busy or don't live close to one of our offices? Call or email us now to schedule your free phone consultation to find out if we are a good fit for your needs! #financialplanning #wellness #spendlifewell
Thank you to everyone who attended our Valentine's Luncheon this year! We loved getting to visit with everyone and enjoy a delicious meal and live music at Pignetti's Temple!
Happy Valentine's Day from the ClearVista Financial Team! We are always ready to help you and your loved ones plan and manage their financial future! #WealthManagement #PersonalFinance #Valentine #SpendLifeWell #LoveAndMoney
Temple area, don't miss out on this exclusive event! Join us for our free workshop-How to Create a Sustainable Income in Retirement! Space is limited, so register now by visiting clearvistafinancial.com/events. #RetirementPlanning #FinancialFreedom #RetireWell #Retirement
Catch the latest episode of the Spend Life Well Show, now available wherever you listen to podcasts! In this episode, hosts and Certified Financial Advisors Mark Trice and Jesse Hamilton go over 4 Biblical principles of tithing for you to apply in your daily life.
On this day we pause & remember. Where were you on that fateful day? #NeverForget #PatriotDay
Geez. Will some reporter ask Chairman Powell about M2?
Not Maxing your company match... Typically, companies who offer a 401(k) will match your investment dollar for dollar up to a certain amount (usually a percentage). This is free money that you should take advantage of. #financialplanning #Retirement #FinancialAdvice
A year ago, The Spend Life Well Show joined the world of radio. What a year it has been! You can find the entire collection of our 2022 broadcasts by going to spendlifewell.com.
If you are looking for something to get your loved one this holiday season, check out these 3 books about financial stewardship. Our financial advisors love them, and we bet you will too!
Things are beginning to feel festive around the office! Are you a tree before Thanksgiving, day after Thanksgiving, or December 1st kind of person? Tell us in the comments below.
Wishing you and your family a wonderful Thanksgiving!
Today we are closing our office at 3 PM in observance of Thanksgiving. Our office will be open again on Monday. Have a wonderful and safe Thanksgiving everyone!
Whether you are just traveling for a weekend to see family or going on a long winter vacation, it is important to be cyber-secure. Here are a couple of ideas to keep you protected 👇 🔒Keep your phone locked 💻Protect your money and your info 🎙Don't broadcast your location
Not Saving...This seems like a no-brainer. But what people may not realize is how compounding interest works. The sooner you start to save, the more bang for your buck, literally.
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