ClearPlan Financial, Inc.
Orchard Park, NY

Christopher D. Urban, RICP ®

ClearPlan Financial, Inc.

6470 New Taylor Road; Orchard Park, NY 14127 are here to provide top quality financial strategies that help you achieve your financial goals.

Whether it's answering your questions about Social Security, deciding when to retire, or helping you make your money last throughout retirement, our mission is simple: to provide state-of-the-art customer service, education, and a continuous and positive relationship throughout your retirement years. 

We look forward to working with you and your team of legal and tax professionals to help you answer those critical financial decisions that you will face in the coming years:


When should I take distributions from my retirement accounts?

How do I make my money last throughout retirement?

Can I afford to stay retired?

How many more years do I need to work?

When should I start taking Social Security?

How do I plan for Medicare, Medicaid, and Long-Term Care needs?

Am I doing all the right things to provide for my loved ones?

How can I protect my estate?