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Taking new clients as referrals from current clients only

Your Life    Your Goals   Your Plan

Licensed in the State of Colorado.  Business in other states is permitted if excluded/exempt from licensing.

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Personalized Financial Planning to Help You Achieve

CONFIDENCE AND CLARITY

SERVICES

Clear Waters Financial Planning LLC will help you develop your financial GPS, plot YOUR path, and reach YOUR goals.  We do comprehensive financial planning and investment management on an hourly or percent of assets under management.

OUR CLIENTS

Our firm is dedicated to providing best in class service for our clients.  We do this by keeping our client to advisor ratio low, knowing our clients well, nurturing an interactive relationship, and being readily available to discuss our clients needs and concerns.

 

OUR COMMUNITY

Clear Waters Financial Planning LLC is dedicated to both our clients and our community.  We strive to support local non-profits that create a sustainable environment and future for Western Colorado.  

 

CONTACT US
Now taking new clients from current client referrals only
 

827 Lincoln Court

Palisade, CO 81526

donna@clearwatersgj.com

Tel: 970-234-1937

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© 2019 for Clear Waters Financial Network

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