Planned Giving
Our financial professionals with the Chartered Adviser in Philanthropy designation and our philanthropic planning team work with individuals and non profits in various capacities. Our experience had led us to be a very valuable resource in the non profit arena. We help the companies and board members by educating them in advanced leverage strategies. We love giving and love working with like-minded individuals helping them give and retain more. We work with individuals assuring their estate is passed down in the most tax^ efficient ways while maxing inheritance to heirs as well as meeting their charitable desires. We know that people pass down money to future generations and yet we know it's more important to pass down values. At Crystal Clear Financial we spend a lot of time working with people focusing on family values and passing those values, along with money, to future generations while keeping the family charitable values thriving.