(954) 646-9045 mike.puck@clearpointinv.com
Clear Point Investments

Scottsdale and Phoenix

We Cover Scottsdale and Phoenix and connect with a team committed to long-term planning, clear communication, and guidance built around your goals.

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Phoenix & Scottsdale Arizona ↓
Mike Puck

Schedule a Meeting With Mike Puck or Call 954-646-9045

Prefer email? mike.puck@clearpointinv.com
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Clear Point Investments

We Cover Scottsdale and Phoenix, Arizona

Explore the map below to view the areas we serve across the Scottsdale and Phoenix metro.

Welcome

Clear Point Investments is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Learn more about Mike Puck Book a meeting here
We’ll Plan for the Whole Journey, Together.

Schedule with Mike Puck

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Step 1: Discovery

Step 1
  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

Step 2
  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

Step 3
  • Organize accounts for goal-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection