Clear Sailing Financial Group in Osterville, MA

Clear Sailing Financial Group pursues a wholistic approach to financial planning with the understanding that financial products, insurance, taxation, wills and trusts all work together to create a solid foundation for success. Located in downtown Osterville, Clear Sailing creates personal strategies including needs analysis and planning strategies in investment, insurance, education funding, retirement planning and estate analyses. It works with local businesses to establish defereed compensation, business succession and insurance plans.