Discover Your Retirement Direction

Clarity for the Journey Ahead

Contact

Michael Ryan: 817.366.7444
Steve Smith: 682.365.8714

Address

4921 Camp Bowie Blvd.
Fort Worth, TX 76107

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Photographer Credit:

Lola Lavender-Hardisty

Financial Planning From The Heart Of Texas

Clearfork represents part of an exciting attitude and energy in Fort Worth’s wide-open way of life. Our team is independent, established and experienced right here, and we’re ready to help you actively define your retirement.

michael-ryan

Michael H. Ryan, J.D.

Managing Director &
Financial Advisor

steven-smith

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.

Get Started On

The Clear Retirement Trail Guide

What happens when you come for a visit:

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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.

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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.

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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.

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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.

No events are scheduled at this time. Please check again soon!

Do You Have a Tax-Efficient Retirement Strategy?

Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:

Taxes

Why your taxes might not decrease in retirement

Assets

How “buckets” can help illustrate the impact of taxes on varying assets

Minimum Distributions

What required minimum distributions could mean for your tax bracket

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