Financial Solutions Products

Tools to help you plan for a brighter future.

Which Investment Product is Right For You?

At Clear Mountain Financial Solutions, we are dedicated to providing access to a full array of investment products for your financial planning needs. Whether you are looking for Mutual Funds, Fixed and Variable Annuities, or Managed Accounts, our team can help you through the process of determining your options. We also offer both 401K and Simple IRAs for your retirement needs.

Managed Accounts 

An account (active or passive) using manager models with multiple different investment strategies, which includes tax efficiency and rebalancing of funds. Portfolios are built to the individual needs of your situation.

Brokerage Accounts 

An array of possibilities within the account may include common and preferred stocks, municipal bonds, exchange-traded funds, mutual funds, annuities, and money market funds.

Fixed and Variable Annuities 

Investment strategies can provide tax-deferred growth and an income stream later in life.

Insurance - Term, Whole, Universal 

Protect your assets and your legacy in a more tax-efficient way.

Traditional and Roth IRA 

A broad range of tax-deferred investment strategies and planning tools outside of the pension and 401k savings plan.


Employer-sponsored plans help with employee retention and planning for your future and your employees.

Simple and SEP IRAs 

A retirement plan established by employers, including self-employed individuals, for the benefit of their employees.

Smart 529 Plan 

A tax-advantaged savings plan designed to encourage families to save for college.

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