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As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy. We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available anytime, day or night.
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed. Read More Subscribe to Tax Planning
Charitable Giving
At Clearview Financial Group we work as your personal financial advisor offering a wide range of services such as financial planning, retirement planning, wealth management and charitable giving. We serve clients from Hendersonville, TN and Nashville, TN as well as the surrounding communities. We are Clearview Financial Group-guiding our clients to financial independence.
Capital Gains Taxes
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could Read More
Kevin MacWilliams, founder of Clearview Financial Group in Hendersonville, Tenn., offers comprehensive financial planning services with a specific focus on those in or near retirement, families of divorce, and high income professionals. His services are customized to help clients analyze their financial situation and map out their financial and personal goals. “As an LPL financial planner, I’ve seen how important it is for clients to understand their own financial DNA,” he says. “I believe that each and every client has a unique financial blueprint that guides them in their financial decisions. Our job is to discover what makes them tick financially and then design a plan that is congruent to their financial DNA.” Offering objective,and individualized financial analysis, the independent financial professionals at Clearview Financial Group provide professional quality products and services. To follow progress, Clearview creates a personalized website to track each client’s investments, net worth, financial plan, and anything else they wish to have stored, tracked and monitored. A graduate of the University of Tennessee at Chattanooga, Kevin majored in business finance. After graduating in 2000, he was hired by First Investor’s Corporation in Nashville, TN. Kevin’s responsibilities included providing financial advice to clients, serving as a team leader for new advisors and recruiting new advisors. In 2003, Kevin founded Clearview Financial Group so that he could help his clients pursue their personal and financial goals. He holds the FINRA Series 6, 7, 26 and 66 Licenses through LPL Financial and provides comprehensive financial planning services, including investment management, retirement planning, estate planning and insurance services. Kevin lives in Hendersonville with his wife, Sada, and his daughters, Presley, Sidney, Lucy, and Ellie. He grew up in White House, TN and was entrepreneurial from a young age. Kevin also greatly enjoys attending Nashville Predators hockey games, landscaping in the yard and watching his daughters play softball, soccer, golf, and dance. He even spends a little time with the family dog, Hub.
Wealth Management
At Clearview Financial Group we work as your personal financial advisor offering you a wide range of services such as financial planning, retirement planning, wealth management and charitable giving. We serve clients from Hendersonville TN and Nashville TN as well as the surrounding communities. We are Clearview Financial Group - guiding our clients to financial security.
<span class="field field--name-title field--type-string field--label-hidden"><span > Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings </span></span> <span><span lang="" about="/user/105" typeof="schema:Person" property="schema:name" datatype="">Kevin MacWilliams</span></span> <span>Thu, 10/13/2022 - 09:47</span>
Retirement Planning
Reverse Mortgages
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home Read More