You’ve worked hard to reach retirement. We make sure you stay there.

It’s time. You’ve finally reached retirement and you’re ready to move on with the next phase of your life. You’ve worked hard to get to this point financially and you are finally living the live you’ve been working toward all these years.

But – are you sure you can stay retired?

With people living longer, many Americans are outliving their retirement.

Our specialty is ensuring your financial plan keeps pace with you and your lifestyle and provides you and your family with Financial Freedom & Independence.

We guide you through retirement with savvy financial advice, trustworthy investment options, and personal attention. Our goal is ensuring you continue to live the way you're accustomed.  You enjoy life. We handle your retirement.

We offer: 
  • Retirement Advice
  • Financial Planning
  • Estate Planning and Beneficiary Checkups
  • Managed Investments & Asset Allocation Plans 
  • Long Term Care Strategy
  • Tax Planning  

What you get: 

  • Plans tailored for your lifestyle and continued retirement
  • Jargon-free, non-judgmental conversations
  • Easy to follow information
  • Advice that is in your best interest
  • Answers to all your questions
  • Transparency
  • No monetary minimums

Christopher D. Urban is a Retirement Income Certified Professional ( RICP®) and Financial Consultant with ClearPlan Financial, a family-based multigenerational wealth planning that can be a one-stop shop for all your financial planning needs. ClearPlan’s holistic approach starts with a comprehensive evaluation of our client's financial goals, time horizons and risk tolerances.

Our organization success has come from developing productive long-term professional relationships with our clients – we listen, we help, we advise, we invest in your financial future and put your needs first! 

Together we can make sure you stay retired. 
 

Let’s get started! Call us today at (716) 480-0633 or...

 

Sign up for my complimentary initial consultation by clicking here. 

 

Sign up for an upcoming seminars by clicking here.