Explore the Tax-Saving Strategies to Increase Retirement Income

Meet with us to review your current tax liability and discuss the tax-advantaged accounts that can help you in retirement.

Here's What You'll Receive When You Meet With Us:

Gain Clarity and Organize Your Finances Once and For All

It's easy to let retirement savings accounts accumulate like old items in a junk drawer. We'll help you get organized and clearly define your retirement goals and dreams.

Easily View Tax-Free Options With Your Personal Wealth Report^®

Receive a custom, 20-page document that will assess your retirement savings, present tax-saving income strategies, and analyze associated costs and past performance.

Create a Retirement Income Stream FREE From Government Taxation

A tax-free account in your overall financial strategy can help bridge the gap between your retirement savings and your retirement income goals.

Request an Appointment

Meet with President, Wealth Advisor, Jason Parrish, CRPC®

(614)515-4322 | info@clearvisionplanning.com

At an early age, Jason’s father inspired him to pursue a career where he could really help people. His father was an Optometrist in Westerville for 30+ years and when he asked his father why he wanted to be an Eye Doctor. His response was simple, "because I knew that I wanted to help people and being an optometrist allowed me to help people see". This talk with his father was a defining moment in his life and has been a foundation for Jason in pursuing a career that always allowed him to strive to help people.

Jason started ClearVision Planning out of his passion for helping people. His mission is to help people see the benefits of creating a holistic financial plan and deliver clear solutions to help clients reach their financial goals. With 19 years of planning experience, Jason assists clients implement proven wealth strategies designed to lower their tax burden, increase wealth, and realize income for life.

Prior to creating his firm, Jason was an independent financial consultant providing planning and education services to hundreds of participants at public and non-public companies around the U.S. that offer retirement plans, such as 401(k)’s. He has helped many individuals see the benefits of being proactive with their planning and how it can have a significantly impact on their life and their family’s lives.

Disclosure

Projections and information in the report regarding potential outcomes are hypothetical and are not intended to reflect actual results nor guarantee future results. Results may be more or less favorable due to uncontrollable future data such as investment returns, inflation rates, tax rates, and product expenses.

The information presented is not securities related and the topics presented do not participate in the stock market nor are stock market investments. Any guarantees within the Wealth Report ® are based on insurance carrier illustration(s) which are backed by the claims paying ability of the insurance company and are subject to change. Other sales charges or other expenses may be required for some policies.

The content of the report is not intended to provide legal, tax, or accounting advice. Please consult your tax advisor for specific tax advice.

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or replicate its previous historical performance.

OH Lic.# 630666

Contact Us

ClearVision Planning
670 Meridian Way Suite 108
Westerville, OH 43082

Ph: (614)515-4322
Em: info@clearvisionplanning.com
http://www.clearvisionplanning.com