Planning for a confident retirement

Organize your finances today and plan for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for your retirement.

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Experience

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My Videos

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    Trail Markers for Life

    Life's trail markers and how they relate to Shawn Smith's experience on the Camino de Santiago.

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    Shawn Smith of Clearfork Wealth Management

    Helping people achieve their financial dreams...

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    What We Believe

    What We Believe by the Clearfork Wealth Management Team

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    Michael Halloran of Clearfork Wealth...

    Michael Halloran on Confident Retirement

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    Shawn Smith on the Confident Retirement...

    Helping our clients retire with confidence.

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    The secure site on ameriprise.com

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.

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Jason Fisk and Shawn Smith at the Fort Worth Stock Show Syndicate's Sale of Champions
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Our Clients

The clients we are best suited to help are those who have already reached a level of success, but want to improve their financial situation or create a legacy.

We strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of.

We know the legacy clients want to create means more than just where the money goes, but also what family values are passed on.

We primarily work with financially successful individuals and families with $1M+ in investable assets.

We look forward to working with you to help design a plan that looks to help protect your wealth, while planning to maintain your lifestyle with confidence.

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Features

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    What mountain climbing can teach you...

    Mt. Everest mountaineer Pete Athans discusses the importance of preparation and where climbers often encounter the biggest risk.

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