Mission

Helping you get the most Life out of your Wealth through risk management and wealth accumulation strategies.

COMPANY OVERVIEW

At Clearview Financial Partners, we help business owners turn complexity into clarity. Our customized financial planning, wealth management, and risk mitigation strategies are designed to align your financial decisions with your long-term business vision and personal goals. We specialize in helping entrepreneurs:

  • Design and implement succession and exit strategies that maximize enterprise value

  • Attract, reward, and retain top talent with executive benefit plans that rival Fortune 500 offerings (SERPs, custom deferred comp plans)

  • Protect business continuity through key person insurance and buy-sell planning

  • Offer competitive group benefits (life, disability) that enhance team loyalty

  • Build and manage group retirement plans, including non-qualified deferred comp solutions

  • Navigate estate planning at both the state and federal levels to protect and transfer wealth efficiently

We bring a business owner’s mindset to financial planning, helping you coordinate your personal balance sheet with your company’s growth and eventual transition.

 
 

FORUM TOPICS

Here’s a general sense of forum and workshop topics we can lead:

  • Exit Ready Always: Designing Your Business to Sell or Succeed You

  • Retain and Reward Like a Fortune 500: Executive Benefit Strategies for Growing Companies

  • If You Lost Your Key Employee Tomorrow: Building Resilience with Key Person & Buy-Sell Planning

  • Beyond 401(k): Creative Retirement Solutions for Owners and Execs

  • The Overlooked Retention Tool: Turning Group Benefits into a Strategic Asset

  • Legacy Without the Headache: Estate Planning Essentials for Business Owners

  • Your Business is Your Biggest Asset: Strategies to Monetize, Protect, and Pass It On

CONFERENCE ROOM AVAILABILITY

  • Forum Meeting: Yes

  • EO member company staff/team meeting: Yes

  • Inquire for details:

    Portland Office

    200 SW Market St, Suite #1600

    Portland, OR 97201

    Lake Oswego Office

    2 Centerpointe Dr, Suite #100

    Lake Oswego, OR 97035

  • Inquire with Tiffany: tiffany.mathews@nm.com

 

Meet Mike Willig, CLU®
Partner & Financial ADvisor

Mike brings a deep expertise in insurance and risk management. He ensures that clients’ financial plans are resilient against uncertainties, focusing on wealth protection and continuity.

Contact: mike.willig@nm.com
LinkedIn

 

Meet Clay Cooper, CFP®
Partner & WeaLth Management Advisor

Clay specializes in integrating financial planning with life goals to help clients navigate their financial decisions with confidence. He is known for his approachable yet strategic style that resonates with business owners and families alike.

Contact: clay.cooper@nm.com
LinkedIn