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.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/05/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In t...
06/04/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
06/03/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

06/01/2026

Children with special needs may need ongoing help after their parents are gone.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
05/31/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
05/29/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
05/27/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded cont...
05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
05/25/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

The savings rate is the government’s estimate of how much U.S. households are saving.
05/24/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Address

9800 Crosspoint Boulevard Suite 200
Indianapolis, IN
46256

Telephone

+13173137752

Website

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