Financial Planning

Retirement Planning 
A plan to assess your retirement needs.  Have you ever taken a look at the total picture?

Estate Planning
Are you prepared for your retirement?  Let us help you determine where you will be with things as they are--then where they could be with a few changes.

College Planning 
Attend our seminar or call for information!  Learn college funding strategies.

ClearVista Financial is an independent financial services company with a branch located in the Scott & White Employees Credit Union.

Mark Trice is an advocate for accessible and understandable personal financial planning.  He believes in realistic and workable financial planning for real people, recognizing that various stages in life can influence financial needs.

Mark is a successful entrepreneur, business advisor and personal finance consultant.  Over the past 25 years and prior to starting his own practice, Mark worked as an executive with a number of professional service organizations such as PricewaterhouseCoopers and DLA Piper.

Mark has a General Securities Registration (Series 7), is registered as an Investment Advisor Representative (Series 66), and is a licensed insurance agent.   He has the designation of CFE Certified Financial Educator from the Heartland Institute of Financial Education, providing financial literacy education programs to adults.  Mark holds a masters degree in Applied Economics from the University of North Texas and a bachelor’s degree from Baylor University.

Mark and his wife, Holly have 4 children and are members of Harris Creek Baptist Church in McGregor TX. He also enjoys participating in Rotary International.