Our CLEAR Vision/Mission/Purpose
Our CLEAR Vision to is help our clients build the financial future they desire with a sense of confidence, clarity, and security.
Our CLEAR mission is to lead with transparency, clarity and integrity, achieving excellence through accountability and reliability and empowering our clients, whether individuals, families, or businesses, to achieve their life and financial goals by serving as their trusted fiduciary advisor and providing a level of service beyond their previous experiences.
Our CLEAR purpose is driven by our values represented by the acronym – CLEAR.
C – Christ-Likeness
We seek to model and glorify the Lord Jesus Christ in all things. From our relationships to work ethic, to character driven decision making and Biblically driven principles.
We are human and far from perfect, but we desire “to be perfect, as He is perfect.” – Matt 5:48
L – Love
We desire to love through leading our clients by example, setting high standards of integrity,
innovation, and service.
“Love one another. As I have loved you” – John 13:34
E – Excellence
We are committed to achieving excellence in all aspects of our operations, delivering superior ideas, products and services that exceed expectations. CLEAR direction for CLEAR retirement.
“Whatever you do, do all to the glory of God.” – 1 Corinthians 10:31
A – Accountability
We hold ourselves accountable to our customers, employees, and communities, always seeking to act with responsibility, transparency, and integrity.
“So then, each of us will give an account of himself to God.” – Romans 14:12
R – Reliability
We seek to be good stewards and embrace resilience in the face of challenges, continuously adapting and evolving to remain strong and reliable for our clients.
“Now it is required of stewards that those who have been given trust must prove faithful.” – 1 Corinthians 4:2