Jonathan Petrie

ClearPlan Financial, Inc. provides portfolio management, retirement, estate, and tax planning. We integrate complex financial strategies to make sure one discipline doesn’t adversely impact another. ClearPlan’s holistic approach starts with a comprehensive evaluation of our client's financial goals, time horizons and risk tolerances. Our firm’s success has come from developing productive long-term professional relationships with our clients. We advise a nationwide client base with over $400 million in investment assets. As independent fee based advisors, we provide personalized, objective advice. We work with families and businesses who are looking for direction as they face complex financial challenges. Securities offered through Registered Representatives of Cadaret Grant & Co. Member FINRA & SIPC. ClearPlan Financial, Inc and Cadaret Grant are separate entities. As a CFP®, Robert E. Kloss, Ray Carter and ClearPlan Financial may be compensated by Commission and Fees.