Plan Well. Invest Smart. Live Better. The tools to manage your money for life. Clear View Wealth Advisors and Steve Stanganelli, CERTIFIED FINANCIAL PLANNER (TM) Professional provide the money tools and road map to make smarter money moves for better bottom lines.

General Info

Helping Your Money Work Smarter for A Better Bottom Line Steve Stanganelli, a CERTIFIED FINANCIAL PLANNER (TM) professional and CHARTERED RETIREMENT PLANNING COUNSELOR (SM) with Clear View Wealth Advisors, LLC and Divorce Finance Pros provides fee only financial planning services to Baby Boomer individuals and their parents approaching a life transition like divorce, college planning and retirement income. Clear View Wealth Advisors, LLC is an independent fee-only/fee-for-service Registered Investment Advisor providing comprehensive and limited scope financial planning and investment management to successful Baby Boomers, Gen X and Gen Y individuals and their growing families, and established organizations throughout Massachusetts. Through innovative commission-free programs like the iMonitor Retirement Plan Service, MarketFlex direct portfolio management and the Money Tools DIY Investment Service, Steve Stanganelli and Clear View offer innovative solutions geared toward building financial security, navigating through complex financial challenges and providing a sustainable income for life. For divorcing couples, Steve offers a range of services to help evaluate property settlement, alimony and child support options. For college- or grad school-bound students, Steve helps navigate through the financial aid programs and develop alternate tax and investing strategies to maximze aid and minimize the impact on retirement planning. A more complete description of the types of programs available can be found at www.BabyBoomerRetirementPro.com.

Extra Phones

Direct: 617-398-7494

Hours

Regular Hours

Mon - Fri:	8:30 am - 6:00 pm

Categories

Financial Planners, Divorce Assistance, Investment Advisory Service, Investment Management, Retirement Planning Services

Services/Products

Steve Stanganelli, CERTIFIED FINANCIAL PLANNER (TM) professional of Clear View Wealth Advisors provides customize comprehensive and limited scope financial planning as well as periodic investment advisory services or ongoing investment management. Unique Services: Divorce Financial Planning Divorce Financial Neutral for Collaborative/No-Court Divorce College Funding Strategies for Business Owners On-Call Retained Advisor Service Retirement Income Management Service with SMART (C) Portfolio Withdrawals MarketFlex Portfolio ServicesMoney Tools Ready Made Portfolios for DIY Investors Personal Financial Road Map iMonitor Annual Advice and Review Program Direct iMonitor Investment Service Quick Start Road Map Program Brain Drain Focused Strategy Session Please visit www.BabyBoomerRetirementPro.com for complete descriptions of these services.

Payment Options

Location

Office hours by appointment. Other meeting locations available 25 Lowell Street, Suite 105, Wilmington, MA 12 Alfred Stree, Suite 300, Woburn, MA Financial District, Boston, MA I do make house ca

Amenities

No risk service guarantee offered: While we cannot guarantee results of our financial planning recommendations or investment performance, we strive to work with clients who are happy to work with us. If, for whatever reason, you are not satisfied with our financial planning and non-investment management services and you inform us at the time of our plan delivery meeting, we will waive the balance of your planning fee. (As noted in the Form ADV and client agreements, if you change your mind and cancel any agreement within 5 business days of signing, your entire fee is waived and returned). If, for whatever reason, you are not satisfied with the client services or reports associated with our investment management and wish to transfer your accounts, we will reimburse you for up to $150 for any account transfer, account closing or custodial fees incurred.

Accreditation

CFP Board of Standards

Financial Planning Association

Merrimack Valley Estate Planning Council

Associations

Certified Financial Planner Board of Standards, Inc., Member ID 136394 Financial Planning Association, Member ID 324681 Paladin Registry Adviser Rating Service Merrimack Valley Estate Planning Council, Inc., Member & Past President National Association of Estate Planners and Councils, Member

Other Links

Description of Services and Access to Free Online Financial Plan

Exclusive College Planning Service

Divorce Financial Planning Services, Q&A and Free Resources

Fee Only Financial Planning

Consumer Finance Education Blog