Michael H. Ryan, J.D.
Managing Director &
Financial Advisor
Steven W. Smith
Chief Operating Officer
Estd 2002
Blaze Your Trail
At Clearfork Financial Planning, we’re not trying to sell you on a retirement path that already exists. We use our skills and experience to help create your own financial path. We offer a full suite of financial services to help you effectively use your hard-earned assets throughout retirement.
Know Your Path
Our journey begins with understanding your unique story. We discover where you stand financially today and where you hope to be in your retirement years. Our goal is to know the real you, beyond the numbers.
Preparation on Purpose
We explore every facet of your financial landscape, from the assets you’ve accumulated to the dreams you hold for retirement — taxes, investments, income. We work to compile and offer strategies for every phase of retirement. In distributing your hard-earned assets, it’s important to understand all the information before making key financial decisions.
Choose Your Trails
Explore the ways you can live and enjoy your retirement, from the short-term years that tend to be more active with travel and family to the long-term outlook that includes health care options and legacy planning for your legacy vision. We offer informed strategies for every phase of distribution while always keeping your risk tolerance in mind.
An Ally Always With You
We are not a 9-to-5 business playing phone tag. We work to offer access and assistance as much as possible, especially when major life events happen in retirement. Whether facing market shifts, personal milestones or changes in your family dynamics, our team wants to be there for you.
Connect With Us
Attend A Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.