Financial Advisors
Gilbert, AZ
Clear Skies Financial is a fee-only wealth management firm in Gilbert serving clients who want integrated financial planning without conflicts of interest. Founded by Jon Geib, they specialize in investment management, tax-efficient portfolio design, retirement and cash-flow planning, and estate planning with life insurance coordination. Their fiduciary approach and transparent, commission-free pricing set them apart from traditional advisory models.
Ideal for: Affluent individuals, business owners, retirees seeking tax optimization, estates requiring comprehensive planning
Service area: Gilbert, Arizona and surrounding Phoenix metropolitan area
Fee-Only, No Commissions: Transparent pricing with no hidden fees or sales commissions, eliminating conflicts of interest in investment recommendations.
Integrated Wealth Planning: Coordinates investments, taxes, retirement, and estate planning in one relationship, working with your CPA and attorney to ensure alignment.
Tax-Aware Strategy: Custom tax strategies through TaxLogic Consulting designed to minimize or eliminate tax liability on portfolios and retirement withdrawals.
Address: 2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295
Phone: (480) 278-4610
Website: clearskiesfinancial.com
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