Contact Us

We offer a complimentary Discovery Call to describe our services and to see if we are a good fit for you. In order to make our time most productive, please complete the form below and we'll schedule a time to speak.

Contact Form

Full Name(*)

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E-mail(*)

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Phone

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Date of Birth(*)

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Stage of Life(*)

Pre-Retirement

Already Retired

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Other

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Married(*)

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Financial Planning Objectives: (Check any and all that apply)(*)

Putting Together a Comprehensive Plan

Determine Retirement Time Frame

Reducing Taxes

Improving Investment Portfolio

Will I Outlive My Money

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Do you currently work with a financial advisor(*)

Yes, I just want a second opinion

Yes, but I feel like they just try to sell me products

Yes, but they don't offer comprehensive planning

No, I don't currently work with an advisor

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Approximate Value of All Investment and Retirement accounts(*)

$250,000 - $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $4,000,000$4,000,000+Invalid Input

Any other goals or areas of your financial life you are hoping we can help with?

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How did you hear about us?(*)

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Thank you for your interest in our services.

Clear Harbor Wealth Management

495 Grand Boulevard Suite 206

Miramar Beach, FL 32550

Office: (850) 687-3384

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