Clear Creek Advisors

LIVE YOUR RETIREMENT. Plan with Purpose.

Financial planner in Denver, CO (show on map)

5.0

★★★★★

3 reviews

Clear Creek Advisors is a Denver-based wealth management firm specializing in retirement planning and fiduciary services, founded over a decade ago.

Call (720) 642-8348

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About

Clear Creek Advisors is a Denver-based wealth management firm founded over a decade ago. The firm specializes in retirement planning, fiduciary services, and comprehensive financial planning.

With a focus on independence, evidence-based investing, and a comprehensive process, Clear Creek Advisors aims to eliminate bias, challenge conventional wisdom, and provide personalized attention to clients. The firm's core values include fiduciary duty, commitment, organization, objectivity, partnership, transparency, independence, accountability, proactivity, education, and a dedication to industry best practices through continued education and professional development.

Independence

Evidence-based philosophy

Comprehensive process

Fiduciary duty

Strong team of professionals

Services

Retirement Planning

Strategies that coordinate and optimize retirement income sources to deliver the best possible retirement outcome.

Comprehensive retirement income planning Coordination of multiple retirement sources Goal-oriented financial planning

Investment Management

Strategies that structure and manage portfolios to minimize risk, maximize return, and align with financial goals.

Evidence-based investing Disciplined rebalancing Intelligent investments

Tax Planning

Strategies to minimize and control immediate and long-term tax implications of wealth and financial decisions.

Tax-efficient investment strategies Retirement income tax optimization Estate tax planning

Risk Management Planning

Strategies to address major insurable risks and minimize negative financial scenarios.

Insurance planning Risk assessment Mitigation strategies

Legacy & Estate Planning

Strategies to anticipate and arrange the transition of estates to achieve priorities while minimizing costs and taxes.

Estate planning documents Tax-efficient estate transfer strategies Beneficiary coordination

Credentials & Certifications

Chartered Financial Analyst (CFA)

Certified Financial Planner (CFP®)

Accredited Investment Fiduciary (AIF®)

Financial Planning Association (FPA®)

Reviews

Rating

★★★★★

Reviews

"Excellent service and recommendations."

Frequently Asked Questions

What is Clear Creek Advisors' approach to retirement planning? +

Clear Creek Advisors offers comprehensive retirement planning that coordinates and optimizes retirement income sources to deliver the best possible retirement outcome.

How does Clear Creek Advisors ensure independence in their advisory services? +

Clear Creek Advisors maintains true independence by continually striving to eliminate bias from being captive to any one product or solution, challenging conventional wisdom, and pursuing the 'right' answers.

What credentials do Clear Creek Advisors' team members hold? +

Team members hold credentials such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Accredited Investment Fiduciary (AIF®).

What is the purpose of Clear Creek Advisors' Wealth CheckPoints? +

Wealth CheckPoints are comprehensive financial planning solutions designed to deliver value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.

How does Clear Creek Advisors support clients in managing their financial life? +

Clear Creek Advisors provides a unified solution through a coordinated network, overseeing the entire financial picture to maintain a deep understanding of the client's situation and provide necessary resources.

What is the significance of Clear Creek Advisors being a fiduciary? +

As a fiduciary, Clear Creek Advisors serves in the client's best interest, adhering to a higher standard of competence and integrity in financial recommendations.