Success Requires
Preparation With Purpose.

We understand that everyone’s vision for retirement is different. At Clearfork Financial Planning, we help our clients by building custom-curated financial plans (“Roadmaps”) designed to give them the freedom they deserve in retirement. It takes hard work, dedication and drive to build wealth over a lifetime, our job is to ensure your financial journey is successful, secure and reliable. Our mission, driven by the philosophy of Preparation with Purpose, helps our clients realize their retirement dreams.

Built on Brotherhood Driven By Grit.

With roots in law, education, and insurance — and a shared passion for doing right by people — Michael and Steve’s number one goal at Clearfork Financial Planning is to help others take control of their future, without losing sight of what matters most. Their story is one of second chances, real conversations, and rock-solid values.

Protect your Future. Honor Your Dreams.

At Clearfork Financial Planning, we believe your retirement should reflect the life you have worked hard to build. As an independent advisory team, we bring decades of combined experience in financial, tax and legal strategy to help you craft a personalized Roadmap that helps protect your future and honor your dreams. While accumulation is a very important part of retirement, mistakes in the distribution years of your plan can be catastrophic. Our Roadmap helps you to avoid those mistakes. Whether you are preparing for the next chapter of life or redefining your legacy, we are here to help educate and guide you with integrity and intention so that your retirement is what you have always envisioned.

Take Control Of Your Life.

At Clearfork Financial Planning, our approach to your retirement plan is not just about finances, it’s about living the life of your dreams. As a holistic and independent financial practice, we specialize in crafting and helping you follow a Roadmap personalized to help empower you to take control of your life and leave a lasting legacy. With a vast knowledge of Retirement Planning, Estate Planning, Insurance, Medicare, Tax Management, and Wealth Preservation, we are armed with the expertise necessary to help you reach your dreams.

Attend an Event

Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

No events are currently scheduled at this time. Check back again soon.

Is your eye on the goal?

Contact us today for a comprehensive written financial plan.