Executive Benefits

The team at Clear perspective Advisors can assist corporate executives that face the challenges of concentrated stock positions, stock options, personal financial planning, retirement plan counseling, insurance and risk management, portfolio construction, liquidity and cash flow needs.  Executives face many issues with managing the day to day activities of their job.  Our Wealth Advisors can help you create and implement a financial plan that will address all of your financial concerns today and into the future.

401K

Pensions

Safeguarding Assets

Our Locations

Aurora Location

  • 201 N. Constitution Dr, Suite 2
  • Aurora IL. 60506
  • Phone: 630-780-1701
  • Fax: 630-780-1702
  • Map and Directions »

St Charles Location

Contact Us

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 ausdal.com. Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.