Clear Trace, LLC © All rights reserved. Privacy Policy | Terms of Use

Clear Trace, LLC provides fee-only services to individuals and businesses. We offer project based (hourly in some cases) services, comprehensive planning, and technical consulting. Eliminating conflicts of interest is paramount, so we do not accept commissions from products that we recommend.

It's important to us (and hopefully you!) to work with people that we enjoy working with. We make every effort to get to know you and let you get to know us before we make any recommendations. Here are some of our services:

• Project-based financial services

• Comprehensive financial planning

• Investment management

• Hourly rates

We believe that it is in your best interest to utilize various professionals in specific industries. Our duty is to ensure that you receive the best advice possible. In today’s complex financial world, it is not realistic for one person or one firm to answer all of your needs. Our approach is to take on the role of central contact and repository for your financial information and goals. You can be comfortable that we understand your objectives and direct the implementation of your financial plans as you see fit.