ClearVista Financial LLC

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

https://spendlifewell.buzzsprout.com/

Summer months are over, what comes next?Tune in for our September Market Update as we look back at the month of August a...
09/02/2026

Summer months are over, what comes next?

Tune in for our September Market Update as we look back at the month of August and unpack the economic trends, market movements, and upcoming developments that could shape the weeks ahead.

📆 Live September 3 at 10:00 AM
🔗 Register here: https://us02web.zoom.us/webinar/register/WN_LZzO4NPzRPuHu0leFeZmYw?fbclid=IwY2xjawUFTM1wZG9mAWV4dG4DYWVtAjEwAGJyaWQRMXpaUkg5NFB0Z2NXQVByaHJzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeU4Y_KJfPnuqjhEt86tnSezl4nDHeXjQyBYKCwyD_JLpwCufizQ2SgIJrHc4_aem_GeJ21LXMeSnTdUxdaUPw4w #/registration

Our next team read: Profit from the Profit by David L. Bahnsen!We ordered a copy for each of our advisors, and we’re exc...
08/28/2026

Our next team read: Profit from the Profit by David L. Bahnsen!

We ordered a copy for each of our advisors, and we’re excited to dive in. We’re looking forward to learning from Bahnsen’s experience and gaining new insights from his perspective on finance.

Here’s to another opportunity to keep learning and growing!

Renting or buying a home? The right choice depends on more than just comparing your rent to a mortgage payment. In our l...
08/26/2026

Renting or buying a home?

The right choice depends on more than just comparing your rent to a mortgage payment.

In our latest episode, Mark Trice breaks down what to consider before making one of the biggest financial decisions of your life.

🔗 Click here to watch: https://youtu.be/JjlAPxaOt0A

Find us also on Apple Podcasts and Spotify!

Happy first day of class to our Baylor University intern, Allbree Sharp! 📚Allbree served as our financial planning inter...
08/24/2026

Happy first day of class to our Baylor University intern, Allbree Sharp! 📚

Allbree served as our financial planning intern over the summer, and we’re excited for him to continue working with us as he begins his senior year!

08/20/2026

In our August Market Update, Mark takes a look at what’s driving energy prices, why inflation remains persistent, and what it could mean for the Federal Reserve’s next move.

Watch the latest August Market Update to stay up to date on what’s happening in the economy and markets.

🔗 Watch here: https://youtu.be/DX_7ZqnLWiw

How well do you know your financial picture?Financial Awareness Day is a good opportunity to look beyond your account ba...
08/14/2026

How well do you know your financial picture?

Financial Awareness Day is a good opportunity to look beyond your account balances and take a closer look at the bigger picture.

Our Financial Awareness Scorecard looks at eight areas of your financial life, from net worth and emergency savings to debt, retirement, insurance, estate planning, and giving.

You don’t need a perfect score. The goal is to understand where you are today and identify areas you may want to address.

Use the scorecard. Know where you stand. Spend Life Well.

Building wealth is often less about how much you make and more about what you consistently do with it.In the newest epis...
08/13/2026

Building wealth is often less about how much you make and more about what you consistently do with it.

In the newest episode of The Spend Life Well Show, Mark Trice breaks down the habits many self-made millionaires share and how small, intentional choices can build wealth over time.

🔗 Watch here: https://youtu.be/MSDv5Y95FtA

Here’s to the teachers of Waco and the surrounding communities.As a new school year begins, we want to thank the teacher...
08/12/2026

Here’s to the teachers of Waco and the surrounding communities.

As a new school year begins, we want to thank the teachers, educators, and school staff who show up each day to encourage, challenge, and invest in the next generation.

Your work reaches far beyond the classroom, and our community is stronger because of it.

Welcome back, teachers. We’re grateful for all that you do.

Join us as we recap the key events from the past month, discuss what they could mean for investors, and look ahead to th...
08/05/2026

Join us as we recap the key events from the past month, discuss what they could mean for investors, and look ahead to the economic reports and market developments that may shape the weeks ahead.

📆 When: August 6, 2026 at 10:00 AM
🔗 Register here: https://us02web.zoom.us/webinar/register/WN_LZzO4NPzRPuHu0leFeZmYw #/registration

08/03/2026

Watch the latest episode of The Spend Life Well Show to learn more about the Sandwich Generation.

🔗 Watch: https://youtu.be/3HtPIU0AYK0

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

Website

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