10/10

Franchimp Summary Rating

10 /10
Lower than 8% of peers

Franchise Summary

Description
The offering is for a professional investment and fmaneial planning serviee branded CLEAR FINANCIAL PARTNERS specializing in strategic growth, retirement, insurance and related products and services.
Company Background
Clear Financial Partners is a professional investment and financial planning service. The company helps individuals, families, and businesses to grow their wealth through strategic financial solutions that are tailored to their unique needs. They offer services in the following areas: retirement, insurance, investments, tax strategies for business owners, cash flow management for entrepreneurs or anyone with cash flow challenges. Clear Financial Partners has grown into the largest independent provider of investment advisory services in Texas by adhering to three core principles: 1) Build your wealth- Wealth building starts with education on how money works 2) Be proactive- Take control over your financial situation so you can live the life you want today 3) Provide comprehensive care - Our advisors work together as a team to
Franchise Opportunity
You've worked hard to save for your future, but do you have a plan to make that money work as hard for you as you do for it? A recent study showed that over 60% of Americans don't have a plan for their retirement savings. That's a lot of people who are going to be in for a rude awakening when they reach retirement age. Clear Financial Partners can help. We're experts in investment and financial planning, and we can create a strategy tailored specifically for you that will help you reach your goals. Plus, our services are affordable and our team is friendly and knowledgeable. Contact us today to get started!
Corporate Structure
We are an Oregon limited liability company formed on April 12, 2017. Our principal business address is 3 Centerpointe Dr., Suite 160, Lake Oswego, OR 97035, and our telephone number is (503) 579 1000. We conduct business under our corporate name, ClearFP Franchising, LLC, and the names Clear Financial Partners and ClearFP. We do not conduct business under any other name.
Investment and Franchisee Fees
The total investment necessary to begin operation of this franchise ranges from $15,100 to $61,600. This includes $3,000 to $5,000 that must be paid to franchisor or an affiliate.

Employee Contact Database

# Name Position Phone Number Email Address

Clear Financial Partners Franchise System Development in 2018

FAQ

How much investment do I need to start my own Clear Financial Partners business?
Franchisees typically require at least $15,100 to $61,600 investment to get their Clear Financial Partners business started
What are the initial franchise fees for Clear Financial Partners?
Franchisees typically need to pay at least $3,000 in fees directly to Clear Financial Partners in order to earn the right to launch their business
How much money can I make with a Clear Financial Partners franchise? What are the average revenues for a typical Clear Financial Partners business?
We haven’t done the math on how much revenue a typical Clear Financial Partners brings in each year. We estimate that other franchisees in the Professional Services industry generate $934,485 revenue, so we would expect Clear Financial Partners to generate a similar amount
How long do I need to commit to running a Clear Financial Partners unit? What is my contractual commitment?
The standard length for an initial franchise contract is 10 years. Renewals are also generally 10 years

Accessibility

10 /10
The Franchisor's investment costs ranges from $19,500 to $62,000 which is Much Lower than the $0 to $0 average in the Business-Related industry
What determines the investment cost?
Item 7 of the Franchise Disclosure Document lays out the full list of initial investment costs, including the fee payable to the franchisor, security deposits, equipment, professional fees etc

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