The Problems We All Know Too Well

“I know I’m missing out on better investments, but I only hear about them after they’re closed.”

“I have a CPA, a financial advisor, maybe an attorney—but none of them talk to each other, and I’m the one coordinating everything.”

“I want sophisticated tax planning and access to private deals, but the costs are prohibitive unless I have $10M+.”

Countless busy professionals have experienced these three problems in one form or another. So we built ClairFi to solve them.

The ClairFi Solution: Plan, Connect, Invest

Plan

ClairFi360

Proactive Tax Strategy

Stop reacting to tax bills. Start planning ahead.

With ClairFi360, you get institutional-quality tax planning without the typical $20K-$50K+ fees.

What you get:

• Multi-year tax projections and strategic roadmap
• Quarterly planning sessions, not just annual filing
• Coordination with your existing CPA or our preferred network
• Execution plan for tax-advantaged strategies
• One flat fee—no surprises

Connect

ClairConnect

Your Curated Professional Network

Stop cobbling together advisors through trial and error. Access vetted experts instantly.

ClairConnect gives you on-demand access to thoroughly vetted financial professionals across every specialty you need.

Who’s in the network:

• Tax strategists and preparers
• Investment advisors (registered, regulated deals)
• International tax and repatriation specialists
• Business and immigration attorneys
• Estate planners and insurance experts

The difference: Every professional is thoroughly vetted for expertise, ethics, and track record. They didn’t pay to be here—they earned it.

The result: On-demand access to the right expert when you need them—without years of expensive mistakes.

Invest

ClairInvest

Access to Institutional-Quality Deals

Stop hearing about opportunities after they close. Join the network that sources them.

Through ClairInvest, gain access to private placement investments and institutional-quality deals previously reserved for the ultra-wealthy.

How it works:

• Private membership network where professionals join forces
• Active members source and share off-market private placement investments
• Every deal is FINRA-regulated, presented by licensed professionals
• Rigorous due diligence before any opportunity reaches members
• Co-invest with the network, creating collective deal flow

The result: Access to institutional-quality investments (15-25% returns) previously reserved for the ultra-wealthy.

You’re not just “in the network.” You are the network.

Why ClairFi Exists

We didn’t build another financial services company. We built the solution we needed when we were navigating this maze ourselves.

The gap between high-earning professionals and ultra-high-net-worth individuals isn’t just about money—it’s about access, coordination, and cost.

If you’re making $300K-$1M+ annually, paying $75K-$150K+ in taxes, and feeling underserved by conventional advice, ClairFi was built for you.

What Makes ClairFi Different

It’s a membership, not a platform. Active participation matters. Members source opportunities, share insights, and build collective strength.

It’s comprehensive, not fragmented. Investments, tax planning, and professional networks—integrated, not siloed.

It’s accessible, not exclusive. Sophisticated strategies shouldn’t require $10M+ to access.

Is ClairFi Right for You?

For years, we paid massive tax bills, missed exceptional investments, and cobbled together advisory teams through trial and error. It cost us hundreds of thousands in lost opportunities.

ClairFi exists so you don’t have to repeat our journey.

You’re a good fit if you:

• Are committed to building wealth strategically
• Earn $300K+ annually (or $1M+ net worth excluding primary residence)
• Pay $75K+ in annual taxes
• Know better opportunities exist but lack access
• Want sophisticated planning without prohibitive fees
• Value collaboration and active participation