Member of Clear Focus LLC

College Guidance:  Parents with children nearing college age, are you feeling confused and overwhelmed by the complexities of preparing for college?  We can help.  Get more clarity by clicking here.

Retirement:  Are you concerned about having enough to meet your retirement goals?  Our experts can provide the answers.  Get more clarity by clicking here.

Assets:  Uncertain about how to manage your savings [1]?  Get more clarity by clicking here.


[1] Certain services are regulated and require proper licensing.  Not all services are available in all states.  Please see disclosures in designated areas pertaining to services that require licensing.  Mortgage services not available in all states or from all affiliates.  SY Associates, Clear Focus LLC and its affiliates are independently owned and operated entities within a strategic alliance.


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INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities referenced.


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1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.


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