Clever Financial Consulting does financial advice differently. We will never sell or recommend anything that we receive a kick back for. We believe the best advice is unbiased, and only make decisions that we would make with our own money as well.

Our goal is to recommend portfolios that match the life goals of our clients. Our financial planning is designed around portfolio review and recommendations. You get to choose how often we compile a review report for you, and you only pay for each report - no extra fees.