Clearfork Financial Planning

Clearfork Financial Planning is a financial planner in Fort Worth, TX. The firm helps clients build custom-curated financial plans, known as Roadmaps, designed to provide freedom and security in retirement. The practice specializes in retirement planning, estate planning, insurance, Medicare, tax management, and wealth preservation. It serves individuals and families seeking to protect their future, honor their dreams, and leave a lasting legacy. The business holds a 5.00 rating based on customer reviews.

The firm is driven by the philosophy of Preparation with Purpose, aiming to ensure that the financial journey is successful, secure, and reliable. As an independent advisory team, it brings decades of combined experience in financial, tax, and legal strategy to craft personalized plans that help avoid catastrophic mistakes in the distribution years. The practice focuses on holistic planning, empowering clients to take control of their lives through education and guidance with integrity.

Michael H. Ryan serves as Managing Director and Financial Advisor, bringing over 33 years of experience in the financial industry and nearly three decades in the legal profession. A graduate of Texas A&M University and the University of Houston Law Center, he began his career in banking before transitioning into legal and financial advisory work. He guides clients through wealth accumulation, retirement planning, and legacy strategies, utilizing his background in risk management, tax planning, insurance, and long-term care.

Steve Smith is the Chief Operating Officer, with over 30 years of experience in education. He holds a Bachelor of Business Administration in Marketing from the University of Texas and a Master’s degree in Educational Leadership from the University of Texas at Arlington. His background as a teacher, coach, and administrator has equipped him with skills in leadership, service, and operational efficiency. He supports the firm’s people and processes, contributing to the success of clients and the business.

Michael Ryan founded the advisory business in 2002, building it with integrity and hard work. In early 2023, he partnered with his lifetime friend Steve Smith to strengthen the firm. Their collaboration is rooted in shared values and a commitment to helping others take control of their future. The team is committed to helping clients navigate estate, retirement, and financial planning with clarity and confidence.

Clearfork Financial Planning combines deep legal and educational expertise with personalized financial planning to help Fort Worth residents secure their retirement dreams and protect their legacies.

Clearfork Financial Planning is located on Camp Bowie Boulevard, just steps from Kincaid Corner and Byers Green parks. The office sits near several local landmarks including the William J. Bryce House and the Boulevard Heights and Transition Center.

BizScoreAI gives Clearfork Financial Planning a Technical score of 98 out of 100, meaning the website is secure and easy for search engines to read without errors. The firm also holds a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.

Services:

• Estate Planning
• Insurance Consulting
• Medicare Advice
• Retirement Planning
• Tax Management