Financial Advisors
Boise, ID
Clear Summit Financial is a retirement planning firm based in Boise specializing in helping retirees protect their savings and establish guaranteed lifetime income. Founded by Evan Allen and Ethan Allen, the firm focuses on a straightforward approach centered on safety, simplicity, and reasonable returns—avoiding complex strategies and unnecessary products. They offer personalized retirement consultations, educational seminars with complimentary dinners, and financial vehicles designed to provide accumulation, growth, and principal protection for long-term security.
Ideal for: Retirees seeking income protection, Pre-retirees building retirement foundations, Those concerned about market volatility, Individuals wanting guaranteed lifetime income
Service area: Boise, ID and surrounding communities
Education-First Approach: Clear Summit hosts complimentary educational seminars and webinars throughout the year with no sales pressure or obligation. Attendees learn about retirement strategies while enjoying complimentary gourmet dinners.
Focus on Guaranteed Lifetime Income: The firm specializes in products that provide income you cannot outlive, addressing the primary concern of retirees who fear running out of money in retirement.
Simple, Safety-First Philosophy: Rather than offering complex strategies for every situation, Clear Summit emphasizes a clear path to protecting principal, reasonable returns, and straightforward planning.
Address: 10656 W Executive Dr, Boise, ID 83713
Phone: (208) 968-2107
Website: clearsummit.net
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