Clearwater Financial Management

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Clearwater Financial Management Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial independence. member FINRA/SIPC.

I work with clients to identify their financial needs and then focus on solutions that can help make those financial goals a reality. I help find the right solutions for personal, family or business needs. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
10/21/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/19/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Extended care refers to services needed by those who have a chronic illness or disability.
10/18/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/16/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

Your credit score may impact what you pay for auto and home insurance.
10/14/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
10/12/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
10/11/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
10/09/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sur...
10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

Address

9800 Crosspoint Boulevard Suite 200
Indianapolis, IN
46256

Telephone

+13173137752

Website

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