Clearview Capital is an independent, Michigan-based financial planning and wealth management firm focused on helping clients approach life with greater financial confidence. Based in Holland, the firm works with individuals and families to create plans tailored to their goals, circumstances, and comfort with investment risk.

Its services include retirement income planning for people transitioning from decades of saving to work-optional years. Clearview Capital also helps clients assess Social Security claiming strategies, drawing on experience presenting educational seminars on the topic. Tax planning is another specialty, with guidance on capital gains efficiency and whether Roth conversions may fit a client’s situation. For investment management, the firm collaborates with each client to develop a custom portfolio aligned with their financial goals and risk tolerance.

Clearview Capital encourages prospective clients to discuss their goals and begin planning early. Investment advisory services are offered through Clearview Capital, a registered investment advisor in Michigan. The firm is located at 12930 James Street, Suite 210, in Holland, and offers appointments and direct contact by phone or email.