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Financial Health Check Up

Feeling unsure about your financial health? 

Now you can get financially fit with Clearview’s free Financial Health Checkup. 

When you get a Financial Health Checkup from Clearview, you’ll be making sure you’re getting the maximum benefit from your hard-earned money. It all starts with our experts reviewing your finances and then providing you with a snapshot of your current financial picture — where your money comes from and goes to. After reviewing the snapshot, you’ll get personalized solutions developed to meet your needs and goals. It’s that easy. 

  

Helping people — just like you.

    

   

Is a Financial Health Checkup right for you?

Do you have a wallet, purse, or a pulse? If you do, the Financial Health Checkup is for you. Why? Because with Clearview’s checkup, you’ll make sure you’re getting the most for your money. What’s more, it will help you if you’re planning — well, just about anything — like:

  • Starting a new job
  • Tackling student debt
  • Getting married
  • Having a child
  • Sending your child to college
  • Becoming a grandparent
  • Going to college
  • Saving for a rainy day or a vacation

A Financial Health Checkup is one of the many advantages of Clearview membership. Becoming a member is easy. For more information, check out our FAQs, click below or call 412-269-3011.