ClearVista Financial LLC

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ClearVista Financial LLC Financial Advisor Team
Waco | Austin | Brownwood | Temple
Important disclosures can be found here: www.clearvistafinancial.com/disclosures

10/09/2026

You trust the GPS to get you where you’re going, even if you don’t know every turn along the way.

Your financial plan can work the same way. It should give you direction and help guide your decisions as you move toward your goals.

In our latest episode, we talk about what it really means to get the most out of your financial plan.

🔗 Watch the newest episode here: https://youtu.be/rCEnX1cpNpc

10/08/2026

A financial plan should do more than sit in a folder.

In our latest episode, we talking about how to get more out of your financial plan, how often it should change, and how it can help you make better decisions along the way.

🔗 Watch our newest episode here: https://youtu.be/rCEnX1cpNpc

October is National Cybersecurity Month, making it a good time to take a closer look at how you’re protecting your perso...
10/07/2026

October is National Cybersecurity Month, making it a good time to take a closer look at how you’re protecting your personal and financial information.

Cybersecurity is an important part of protecting your finances. Simple habits such as being cautious with unexpected emails and messages, using strong and unique passwords, enabling multi-factor authentication, and keeping your devices updated can help keep your information secure.

Want to learn more about protecting your finances online?
Check out our YouTube video, “Cybersecurity Tips Everyone Should Know in 2026 | Episode 205,” for practical tips to help keep your financial information secure.
🔗 Watch: https://youtu.be/98DbCROCNI4

10/06/2026

New episode!

Retirement may feel far away, but the choices you make today can have a lasting impact. Tune in to learn why starting early matters.

🔗 Click here to watch: https://youtu.be/rCEnX1cpNpc

10/05/2026

Retirement may feel far away, especially in your 20s and 30s, but the decisions you make today can have a lasting impact on your financial future.

A financial plan can help you understand how much to save, where to invest, and whether you're on track to reach your retirement goals. Starting early gives you more time to build wealth, adjust your strategy, and prepare for the unexpected.

You don't have to have it all figured out to get started. A plan can help you take the next step with confidence.

Visit clearvistafinancial.com to learn how we can help you build a plan for your future.

10/02/2026

Part 2 is here!

When it comes to family and finances, knowing where to draw the line isn't always easy. In the latest episode of The Spend Life Well Show, Mark Trice and Ben Barnett continue the conversation about lending money to loved ones and navigating financial boundaries.

🔗 Watch here: https://youtu.be/LZr7Tdhclfo

October is World Financial Planning Month! A financial plan should do more than tell you whether you’re “on track.” It s...
10/01/2026

October is World Financial Planning Month!

A financial plan should do more than tell you whether you’re “on track.” It should help you make decisions about your money today while keeping your bigger goals in view.

From cash flow and investments to retirement, taxes, and major life decisions, thoughtful planning can help you understand how the pieces of your financial life work together.

Take a look at your plan this month. Is it still aligned with where you want to go?

Have a financial goal you’re working toward? Let’s talk about it.

The leaves are changing, and so are the markets.As we head into the final quarter of the year, join us for our October M...
09/30/2026

The leaves are changing, and so are the markets.

As we head into the final quarter of the year, join us for our October Market Update as we look back at September and break down the economic trends, market movements, and key developments investors should be watching this fall.

📆 Live October 1 at 10:00 AM
🔗 Register here: https://us02web.zoom.us/webinar/register/WN_LZzO4NPzRPuHu0leFeZmYw?fbclid=IwY2xjawUqFdZleHRuA2FlbQIxMABwZG9mAWJyaWQRMXhqTzdqUkVLajg1eUNZRHVzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEerkdMNyo1OAVq0PNE_MEUUxItInRG442stiM2afqbZ3TStgmP2D_XYFtUiHA_aem_cKwqU9NQKuOxrLfS2tCySQ #/registration

09/24/2026

New episode!

Tune in to learn more about loaning money to family and setting financial boundaries in the newest episode of The Spend Life Well Show.

🔗 Watch here:
https://youtu.be/bmV6wn0Kkgs

09/24/2026

What does our debt mean for the economy and markets?

In the latest Market Update, we take a closer look at the national debt, current economic conditions, and the market developments investors should be watching.

🔗 Watch the full September Market Update here:
https://youtu.be/nQQ_aORix6s

Address

2410 Wycon Drive , Suite 204
Waco, TX
76712

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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