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Clarity For Your Next Chapter

Spend Confidently. 

Enjoy What You've Earned.

Retire Without Regret.

We work with people entering their next chapter — retirees, near-retirees, and families who want to feel organized, confident, and fully supported in their financial decisions.

Here are some real-life situations we help with: 

Are we actually ready to retire?

How much can we safely spend each month in retirement?

Are we invested the right way for our age and goals?

When should we take Social Security?

How do we clean up old accounts, 401(k)'s, and everything else?

How do we make money decisions that actually support the life we want?

Advisory services offered through ClearMind Capital LLC (“CMC”), an investment adviser registered with the state of Ohio. Advisory services are only offered to clients or prospective clients where ClearMind Capital LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

 

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

© 2025. ClearMind Capital LLC. All Rights Reserved. Accessibility StatementPrivacy Policy. Investment Adviser Public Database.

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