Clear Income Strategies Group, LLC

Clear Income Strategies Group, LLC Our Team at Clear Income Strategies Group is available around the clock to meet your financial needs We are licensed in NC, SC, GA, FL, PA, MI, and, VA.

Clear Income Strategies Group provides a blueprint for individuals of all ages that seek an authentic and conscientious advisor for the portion of their portfolio they wish to protect. Our firm provides expertise, compassion and, personability while assuring individual financial goals are achieved. Since 2004 our founder has been in the financial services industry. Dolph Janis, prides himself on b

eing an educator first and a strategist second. His goal is to empower his clientele with knowledge so they can make informed decisions to fulfill their hopes, dreams and visions. By administering common-sense solutions and multiple strategies, he helps his clients achieve their financial objectives while protecting their principal. He has been published in Fortune, Forbes, Money and many other prestigious publications. Dolph has also had his very own book published, Cross the Bridge to Retirement. He has hosted a successful radio show for over 11 years on WBT educating the public on the importance of financial planning. Clear Income Strategies has assembled an outstanding team that works effortlessly together to provide impeccable service to our valued clients. Each team member has an area of expertise that contributes to the success of our company and ensures our commitment and dedication remain unsurpassed. We work with over 30 insurance companies to accomplish each of our client’s specific goals. We are proud members of the National Ethics Assoication (NEA). Matthews Chambers of Commerce, and have an A+ rating with the BBB. We are also the proud recipient of the City’s best Award for 2021 for Charlotte, NC.

Happy Easter to those who celebrate!🐰🌷
04/05/2026

Happy Easter to those who celebrate!🐰🌷

It’s April Fool’s Day! But this is a friendly reminder to not fall for any phishing schemes targeting you via email, tex...
04/01/2026

It’s April Fool’s Day! But this is a friendly reminder to not fall for any phishing schemes targeting you via email, text, or phone call no matter the day!

Dolph recently had the opportunity to travel to Scottsdale, Arizona, and collaborate with our amazing partners to create...
03/30/2026

Dolph recently had the opportunity to travel to Scottsdale, Arizona, and collaborate with our amazing partners to create informative video content.🎥 These videos are designed to help educate you on retirement concepts and address some of the financial concerns you might be stressing about.

Stay tuned for the release of the videos!

In today’s economic environment, preserving wealth requires integrated planning that aligns tax strategy, asset protecti...
03/27/2026

In today’s economic environment, preserving wealth requires integrated planning that aligns tax strategy, asset protection, and intentional generational transfer. Families who plan proactively position themselves to protect wealth and sustain stability for future generations. Learn more about wealth preservation through generations in our latest blog article!

In today’s evolving economic environment, preserving wealth requires tax strategy, asset protection, and intentional generational transfer.

Looking to retire to a new city, maybe one where retirement dollars can go further?This month’s spotlight is Indiana, kn...
03/26/2026

Looking to retire to a new city, maybe one where retirement dollars can go further?

This month’s spotlight is Indiana, known for its affordable homes and quaint lifestyle.

The top ten towns are: Tipton, Wabash, Kendallville, New Castle, Richmond, Peru, Logansport, Bluffton, Huntington, Connersville.

Curious what a move in retirement could look like for you? Contact us to break it all down! 704-919-0149.

Affordable Indiana towns offer low living costs, health access, and quiet recreation for retirees seeking a steady, community-focused lifestyle.

Retirement planning has gotten a boost for 2026, with higher IRS contribution limits giving savers more opportunities to...
03/23/2026

Retirement planning has gotten a boost for 2026, with higher IRS contribution limits giving savers more opportunities to build wealth. There are increased 401(k) and IRA limits, along with larger catch-up contributions for those 50 and older. Now is the time to revisit how much you’re saving and where those dollars are actually going. We’re here to help make sure your retirement accounts are coordinated, optimized, and aligned with your goals. Contact us at 704-919-0149.

Retirement rules are changing again in 2026; here’s how savers can adjust.

It’s officially the first day of spring!🌸 Hope you can get outside and enjoy some fresh air!
03/20/2026

It’s officially the first day of spring!🌸 Hope you can get outside and enjoy some fresh air!

Happy St. Patrick’s Day!🍀 Wishing you a day full of good luck!
03/17/2026

Happy St. Patrick’s Day!🍀 Wishing you a day full of good luck!

March 15 is recognized as International Redefining Wealth Day, and that wealth means something different to everyone. Fo...
03/15/2026

March 15 is recognized as International Redefining Wealth Day, and that wealth means something different to everyone. For some, it’s owning a home, traveling more, or trying new restaurants. For others, it’s hitting a savings goal or creating generational wealth for their family. However you want to redefine wealth, let’s make sure your financial plan reflects those dreams and helps turn them into reality. Contact us at 704-919-0149.

Dolph had the incredible opportunity to visit the New York Stock Exchange, a place where history, markets, and opportuni...
03/12/2026

Dolph had the incredible opportunity to visit the New York Stock Exchange, a place where history, markets, and opportunity all come together.

As someone who believes education is the foundation of financial confidence, experiences like this are a reminder of why helping people understand their money matters.

Address

13777 Ballantyne Corporate Place Suite 210
Charlotte, NC
28277

Website

Alerts

Be the first to know and let us send you an email when Clear Income Strategies Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category

Our Story

Clear Income Strategies Group promotes financial planning for people who seek lower risk options who are still seeking a return. We protect our clients from market downside while allowing them to reap the benefits of the market upside. Our agents strive to meet your personal portfolio needs whether it is security, growth, or liquidity.