Address: 1606 Blue Ridge Blvd Seneca, SC 29672 | Phone: 864-642-7497

CLEAR VIEW RETIREMENT PLANNERS

Your View of a Stable Retirement Starts Here

Retirement Income Planning in South Carolina

Protect Your Hard-Earned Assets With Clear View Retirement Planners

Clear View Retirement Planners is your go-to resource for protecting what’s most important in your life—your loved ones and hard-earned assets. With close to 60 years of experience, Owners and Insurance Professionals Dan Crider & Tammy Crider has helped individuals, families, business owners, near-retirees and retirees protect themselves from life’s “what-ifs".

What's on your mind?

Many of Dan & Tammy's clients find their way to them via referrals from other satisfied, long-term clients. Often, they have these questions on their minds:

Do I have enough saved for retirement to fully retire and stay retired?
Will taxes, inflation and health care costs erode my nest egg in retirement?
Are there ways to use my current savings to create a guaranteed income stream for life?
Are there ways to avoid the ups and downs of the stock market and still achieve my goals?
What are my life insurance options for making sure my family is financially protected in case I pass?

Discover the answers to these questions and more at Clear View Retirement Planners located in Greer, South Carolina.

Services Tailored to You

We offer services specifically designed to offer protection in an overall retirement plan. All services are based on individual need, as no two client situations are the same and goals are varied. Many clients find that a combination of these services prove to be helpful:

Retirement Income Planning

Put a plan in place to managing your income.

Legacy Planning

Leave a legacy for loved ones or a favorite cause.

Social Security Maximization

Learn the options and deadlines.

Tax Minimization Strategies

Take steps to help keep taxes from eroding your nest egg.

Annuities

Provide a guaranteed* income stream for life.

Life Insurance

Protect loved ones from financial hardship.

Meet Our Team

Dan Crider

Insurance Professional & Co-Owner

864-642-7497

Tammy Crider

Insurance Professional & Co-Owner

704-622-8659

Our Process

We help our clients with a simple five-step process designed to get to know them, their goals and inspire action.

1. Complimentary Consultation

Meet and learn about the client’s needs and wants.
2. Prepare Strategies

Prepare customized strategies designed to meet the client’s goals.
3. Review & Discuss

Explore proposed strategies together.
4. Implement Strategies

Complete paperwork and put strategies in place.
5. Monitor & Adjust

Conduct occasional reviews and adjust as needed.

Location
Information

Address:

1606 Blue Ridge Blvd
Seneca, SC 29672

Phone:

864-642-7497

Contact Us Today!

Interested in learning more about how we can help navigate the journey toward your retirement dreams? Contact us to schedule a complimentary, no-obligation consultation.

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Contact Us

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

*Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.