Clearwater Financial Management

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.

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.
09/03/2026

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
09/02/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
08/31/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

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Do you need umbrella insurance? Find out more.
08/30/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

"The only things certain in life are death and taxes." Benjamin Franklin
08/28/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

What would happen to your loved ones if you were gone? Make financial preparations today.
08/26/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
08/24/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

A disability could keep you from work and increase costs. How can you protect yourself?
08/23/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
08/21/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Address

9800 Crosspoint Boulevard Suite 200
Indianapolis, IN
46256

Telephone

+13173137752

Website

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