We are a dedicated team of independent professionals bringing innovative strategies to our valued clients.

Our clients put much effort, throughout their careers, to get where they are today. Our team is prepared to assist in taking them to the next level through our thorough and effective planning process. We cover a wide range of client planning issues for individuals and enterprises, assisting them in making wise life decisions.

Trusted Over 1250 + Clients in the World

Trusted by successful families, not for profit and for-profit enterprises throughout the USA

Welcome

Who We Are

Our team, which consists of tax lawyers, plan administrators, actuaries, design consultants, and solutions specialists, works as a unit to meet the demands of our clients. We are motivated by a dedication to honesty, openness, and creativity in everything we do. We prioritize serving our customers’ best interests above anything else.


We have a wealth of experience guiding clients through the complexity of executive benefits, putting in place unique employer-sponsored health and retirement plans, saving and investing for future family generations, and maximizing the value of their enterprises.


Also, we have no corporate mandates, sales quotas, or investment restrictions because we are an independent firm. Instead, we are free to offer truly personalized guidance created with your needs in mind.

We design and implement solutions ranging from executive retirement benefits to philanthropic and corporate benefit initiatives in collaboration with the clients’ trusted consultants.

We also assist business owners in creating unique employee benefit plans that cater to the demands of their workers while lowering their own personal trustee risk.

We can offer unbiased guidance across a broad range of custodians, administrators, recordkeepers, and investment managers. Our objective is to provide market-leading benefits solutions that meet your business’s culture, human resource needs, and financial constraints.

As soon as your benefit plans are set up, we continually check them against industry benchmarks to ensure they are compliant and competitive. Our ultimate objective is the same as yours: to assist you in luring in and keeping skilled, contented, devoted, and financially prepared personnel.

We take great satisfaction with specializing in serving business owners, executives, and professionals and family needs.
Our clients put much effort throughout their careers to get where they are today. Our team is prepared to assist in taking them to the next level through our thorough and effective planning process. We cover a wide range of client planning issues for individuals and enterprises, assisting them in making wise life decisions.

Small to Mid-Sized Business Owners

As Fellow business owners, we understand the difficulties of balancing family, business and personal interests. Our professionals are experienced and prepared to guide you and your team through all phases of professional life from start-up, growth, maturity and through the exit to your own personal definition of the next stage of your life.

Business Executives

You shoulder significant responsibility and liability for your company and its owner(s). Our Business Executive clients work hard for their companies to provide for their families future financial success. We help our Business Executive clients have the benefits in place to meet their current and future family financial needs.

Successful Individuals and Families

Hard work, family inheritance, stroke of good luck or a stroke of genius, you are part of the American dream. Our team is experienced in the various complexities of family wealth from tax mitigation on windfall profits to preservation from opertunistic "family" and "advisors".

Not For Profit Entities

Eleemosynaries have a very unique position in a free capitalist economy. Providing services and benefits to those that the government can't or won't provide to those truly in need is a truly honorable endeavor. Using conservative IRS accepted methods and innovative strategies we can help both the charitably minded and the charitable organization exponentially increase the intended transaction.

Testimonials

What They Say

Allen and his team continue to provide excellent, personalized service to our company. Taking care to keep our goals for the plan in line and listening to our needs.

Armin Tool & Mfg Co, Inc

Allen Bronton and Clear Financial Strategies have been indispensable team members for our employer sponsored plans. The team starts with a complete audit to root out any past issues and then establishes a fiduciary process that incorporates all plan providers, including payroll, to catch any future issues and correct them on the fly. I highly recommend them.

Bison Gear & Engineering Company

I’m a very busy person. My company demands a lot from me, and I tend to work long hours. Allen and his team were managing some of the company employee benefits and thankfully they now also work for me. They are always looking for ways to reduce costs and increase benefits to my family. Allen’s team and process allows me to know that my family is well taken care of financially.

Burnette Family

I was first introduced to Clear Financial Strategies to improve my practice’s retirement plan. Allen and his team went beyond expectations. Today we are very happy to also be working with the sister company, Wealth Preservers. Great advice, great service and always in our best interest.”

Creekside Dental

We have been lucky enough to have worked with Allen Bronton at Wealth Preservers for many years. We have always felt like he treated us as he would a member of his family. He presents all sides of a financial recommendation and is great at answering all our questions.

Fischer Family

We were experiencing some extreme issues when my grandfather passed away. The executor and others were taking advantage of my grandmother. Thankfully, we were introduced to Allen and his team at Clear Financial Strategies and Wealth Preservers. Now we go about our lives knowing that we are being treated fairly and with respect.

Bernet Family

Small to Mid-Sized Business Owners

Executive and Employee Benefits
Tax-Efficient Business Exits
Private Key Person
Business Valuation
Long-Term Disability
Guaranteed Issue Life Insurance
Efficient Frontier Life Management
Foreign Nationals

Business Executives

Key Employee Split Dollar
Supplemental Employee Retirement Plans (SERP)
Concentrated Stock Positions
ISO & NQSO
Asset Based Long-Term Care Private Long-Term Disability

Successful Individuals and Families

Risk Management
Asset Based Long-Term Care
Retirement Planning
Estate Planning
Special Needs Planning
Charitable Planning
Concentrated Asset Risk Mitigation
Tax-Free 1035 & 1031 Strategies

Not For Profit Entities

Efficient Frontier Life Management