Clear View Retirement Plan
Using our 3-step Clear View Retirement Plan, we will not only bring your vision of the perfect retirement journey into full focus, but we will also provide an easy-to-understand roadmap to help take you to your dream destination.
The first step toward enjoying your ideal retirement is determining what your ideal retirement truly looks like. We start by having a casual, comfortable conversation so we both have a clear picture of your goals, needs, hopes and concerns.
In our second meeting, we analyze your current financial situation and identify potential potholes that could detour your journey. Together, we’ll develop a strategy that clearly illuminates your unique path to retirement joy.
This is the moment when we present, review and implement the custom strategy that will help you have a clear view of the retirement you long have envisioned. All that’s left for you to do is make the most of it!
Watch … and Learn
'Retirement in Focus'
Saturdays & Sundays at 5:30am on WKBN & WFMJ
'The Mediate Retirement Report'
Saturdays from 7 -8 a.m. on WKBN; Saturdays 9 -10 a.m. & Sundays at 9:15 a.m. on WFMJ
Featured Episode
Social Security Misconceptions
A Clear Choice
Mediate Financial continues to be the Readers’ Choice for best Financial Investment Company
At Mediate Financial, we’re all about serving the community — and we’re proud that our community has taken notice. For the third consecutive year, voters in The Vindicator’s Readers’ Choice awards have named us the area’s best Financial Investment Company!
The Readers’ Choice awards are hosted annually by The Vindicator, one of the oldest, most respected and iconic newspapers in the Youngstown, Ohio, area. Members of the community nominate local businesses for recognition, and winners are selected by popular vote.
We are honored to receive such an outpouring of support from our friends, family, clients and community. It’s a great reminder of why we do what we do — and we’re dedicated to continuing our mission of making a positive impact in the lives of everyone we work with!
Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Chris Mediate or Mediate Financial is stated or implied.
Financial Information Made Clear
Retirement Resources Ready for You
Clearview Finance, by Mediate Financial Services
Retirement fundamentals and the very latest in money trends – in focus. Subscribe to our YouTube channel for the most recent posts from Mediate Financial, and access our video archives anytime for insights on key financial topics
Food for Thought
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and other topics that impact your finances and future.
Next Upcoming Event
Check back soon for upcoming events!
It’s time to find your purpose in retirement.
In Chris’ new book, “Your Money, Your Purpo$e: A Retirement Planning Guide for Finding and Fulfilling Your Life’s Work,” you’ll discover how financial planning can lead to a rich and rewarding retirement.
Learn about:
- Why smart people make dumb retirement mistakes
- Building resilience into your retirement plan
- Finding fulfillment beyond finances
Download your copy of the Clear View Retirement Toolkit, now featuring a copy of Chris' new book, "Your Money, Your Purpo$e," today.
Web Gems
Looking for college cost-cutting tips? Worried about a potential tax storm? Wondering when you should start taking Social Security? Check out our on-demand webinars for information about an array of retirement and financial topics.
