CALL US:
801.29.CLEAR
(801.292.5327)

Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At CLEAR Insurance Solutions, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from CLEAR Insurance Solutions, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, CLEAR Insurance Solutions is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact CLEAR Insurance Solutions today to see how Financial Planning can help achieve your goals.

Our Locations

CLEAR Insurance Solutions

110 North Main #100
Bountiful, UT 84010
Main office: 801-29-CLEAR

CLEAR Insurance Solutions of Greater Atlanta, LLC

1230 Peachtree St NE Ste 1900
Atlanta, GA 30309
Main office:
Toll free: 800-333-6171

Our Providers

I have been a long time client but never had any claims until recently. I was amazed at how efficiently it was handled. I guess it's true what they say, you never know how good your insurance is until you have a claim. I would highly recommend ATP Insurance.
Doug
I have had my insurance with ATP since I got my license. I have always been treated professionally and feel I am getting good insurance that still fits in my budget.
Amelia