Asset Protection
Asset protection is about reducing surprises—so your savings, income, and long-term plan stay aligned, even as life changes. Let’s build safeguards around what you’ve worked for.
Asset Protection with Clarity and Confidence
Mike Puck helps retirees and families protect what they’ve built, reduce unnecessary risk, and create a strategy designed to support steady income and long-term peace of mind.
How Asset Protection Helps You
Protect What You’ve Built
Your retirement shouldn’t be at the mercy of the next downturn. We focus on principal-first strategies that help limit exposure while still supporting long-term goals.
Income You Can Rely On
A good plan turns savings into a reliable paycheck. We coordinate income sources and protection tools so your monthly cash flow feels steady—not stressful.
Personalized Strategy
No two households are the same. Your plan is tailored to your timeline, priorities, and comfort with risk, using strategies designed to support protection and flexibility.
Planning That Puts You First
The goal is simple: help you understand your options and build a plan you can actually feel good about. You’ll get straight answers, clear steps, and a strategy designed around your real life—not hype.
We start with your priorities, then map out how protection, income, and flexibility can work together in one coordinated approach.
How We Work Together
Conversation
We talk through your goals, concerns, and what you want retirement (or the next chapter) to look like.
Custom Strategy
You get a tailored approach focused on protection and clarity, with options compared side-by-side.
Implementation
We handle the details and guide you through each step so you can move forward confidently.
Ongoing Support
As life changes, we adjust the plan and help you stay on track with your long-term goals.
Ready to Protect What You’ve Built?
If you want a clear plan built around protection, income, and smart next steps, let’s talk.
Explore resources built to help you make confident decisions
Jump into services, insurance options, and education content—written for real people, not textbooks.
Financial Services
Planning and guidance designed around your goals and timeline.
Insurance Services
Tools to help protect income, assets, and long-term plans.
Educational Blogs
Short, clear articles to help you understand the “why” behind decisions.
Educational Videos
Watch quick explainers that break down key topics and strategies.
Clear Point Investments is all about family
Clear Point Investments is all about family
Helping people like you discover true financial independence has been our passion for over 30 years. We’ve built lasting relationships based on trust, transparency, and a genuine commitment to your success.
Have any Question? Ask us anything, we’d love to answer!
Clear Point Investments
Clear Point Investments
The place to build your future is right down the road.
Scottsdale and Phoenix, Arizona
We Cover Scottsdale and Phoenix, Arizona
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