CLEAR Retirement Advice

May 2026

Jim Schwartz is the kindest, most intelligent, and helpful financial advisor anyone could ask for. After the death of my husband last year Ì sought his help to navigate the many transactions related to accounts and tax ramifications. JIm and Clear Retirement was there every step of the way to deal with countless obstacles of getting multiple transfers done. He coached me in all aspects of my financial decisions, communications, complicated online processes, and helped me make decisions that made sense in the next phase of my life. No worries now that I have a sound plan in place and caring and competent help as my personal needs change. He is a true professional...read full review

May 2026

My husband and I have been working with Jim for a few years now, and couldn’t be more pleased with our professional relationship. Jim breaks things down into manageable, understandable explanations, and always offers various scenarios. He listens carefully and fully considers our input. His market insights and guidance have been very helpful, and we’ve seen our portfolio steadily grow. We feel confident about our financial future as old people! In addition to being so smart, Jim is a pleasure to talk to. He is matter-of-fact, kind, and funny. I truly appreciate being equally included in all meetings and decision making. I highly recommend Jim and his services!

Apr 2026

I have been working with James for many years now and only have good things to say. He is very kind and helpful along with keeping my money safe and growing. I highly recommend him!