Our Services

 
Client management group

 Although our investment philosophy generally seeks investments with a history of steady returns with a lower degree of risk, we are able to adapt to each client's specific needs and objectives. Depending on each client's goals, we are prepared to recommend the appropriate combination of stocks*, bonds*, mutual funds* and other securities* to achieve asset allocations from conservative to aggressive growth.

We restrict our list of private clients for a purpose. We want to assure each client that he or she will receive whatever level of service is required. In this way, we are able to help each individual to clearly articulate their financial goals so we may prepare an appropriate program to help them reach these goals.

 


 

Investment Management*


  • Portfolio Design and management

     
     
  • Asset Allocation

     
     
  • Performance Analysis

     
     
  • Investment Selection

     
     
  • Custodial services

     
     
  • Daily access

     
     


 

Insurance

 

  • Life (universal, traditional, variable*, and term life)

     
     
  • Disability

     
     
  • Long term care

     
     
  • Individual health

     
     
  • Medicare supplement 

     

     

Retail Brokerage

 

  • Stocks (common and preferred)*

     
     
  • Bonds*

     
     
  • Mutual Funds*

     
     
  • Annuities 

     

     

Employee Benefit Plans

 

  • Qualified retirement plans

     
     
  • Profit Sharing/401k and 403B plans

     
     
  • Pensions

     
     
  • Age weighted profit sharing plans

     
     
  • Enrollment services 

     

     
     
Employee benefit plans


 

Over ten years ago, ClearCreek Financial recognized the benefits clients could reap from a well-structured employee benefit plan. Since then, we have helped many clients to develop effective employee benefit plans that will allow them to contribute to their retirement savings on a tax-favored basis.

 

  

Below are listed the wide variety of employee benefit plans we offer.

 

  • Qualified retirement plans

     
     
  • Profit Sharing/401K and 403B plans

     
     
  • Pensions

     
     
  • Age weighted profit sharing plans

     
     
  • Money purchase plans

     
     
  • Enrollment services

     
     
  • Qualified plan design, administration provided by a third party administrator selected by employer

     
     


 

Employee benefit health and welfare programs

 

  • Health insurance

     
     
  • Disability insurance (short and long term)

     
     
  • Life insurance (group and individual)

     
     
  • Dental

     
     
  • Long term care

     
     
  • Program design, consulting and enrollment

     
     
  • Employee communication

     
     
  • Cafeteria plan design and administration

     
     
  • Premium only

     
     
  • Flexible spending

     
     
  • Full flexible benefit plans 



     
Executive benefits

 

  • Nonqualified deferred compensation

     
     
  • Supplemental executive retirement plans (SERP)

     
     
  • Estate planning services

     
     
  • Key man insurance

     
     
Investment management services*

 

  • Portfolio design and management

     
     
  • Asset allocation

     
     
  • Performance analysis

     
     
  • Investment selection

     
     
  • Daily access

     
     
  • Investment policy statement

      
Other service and resources

 

  • List billing on all accounts

     
     
  • Employee handbooks and plan descriptions

     
     
  • Quarterly newsletters 

     
     

 

 


 

*Investment advisory services offered through GWN Securities, Inc., a Registered Investment Advisor.

 

For more complete information and to carefully consider the securities offered, including investment objectives, risks, charges, expenses, and fees, please request a prospectus from your GWN Registered Representative. Please read it carefully before you invest or send money.