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The Clearwater Financial building

Welcome to Clearwater Financial, where you'll find a wealth of information on who we are and what we do.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

 

We are here to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and estate planning. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

104 East Grant Street

Plainwell, MI 49080

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269-685-1170

Osaic Wealth Form CRS

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Check the background of your financial professional on FINRA's BrokerCheck

 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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This communication is strictly intended for individuals residing in the states of AZ, CO, FL, GA, IN, MI, NC, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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This communication is strictly intended for individuals residing in the states of (List states where the RR is registered to conduct securities business.) No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2025

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