Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable. Everyone wants a golden retirement. But saving for retirement is no easy task. The baby boomer generation is graying. More and more people are approaching retirement age. With Social Security’s assets being consumed and the number of workers supporting it shrinking, they will have to rely more on personal savings when it’s time to retire.
Listen to the interview on the Business Innovators Radio Network:
Bliss says: “I understand that everyone has unique goals and circumstances. My role is to assist in your journey and provide guidance alongside you. Our team uses a comprehensive approach to assist in implementing your vision as we navigate life together.
As a partner in your financial well-being, I strive to gain an understanding of each client as an individual. This allows me to provide a personalized approach for every stage of life.”
About Nick Bliss
Nick is passionate about bringing financial planning to the next level as the industry demand grows stronger. He studied accounting at Saginaw Valley State University and has Series 7,66, Life, Accident, Health Insurance, and Variable Annuity licenses. He has traveled many career paths along the way, and all those roads have lead him to where he is today. Since 2012 he has been partnering with clients along their financial journey and helping them with their quest to live their best life.
Learn More: https://myclearstrategy.com/
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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