Don’t give in to Fight, Flight, or Freeze!

Create a financial plan that fits your situation.

We Are Here For You!

Trust is essential in all relationships, both personal and professional. It encourages teamwork, improves communication, and supports lasting success. In financial planning and investment management, trust is vital. At Clearbrook Investment Management, we are not changing our strategies or priorities every time there is uncertainty in the markets or world. Rather, we stick to our plan of searching for good value for our clients, based on their unique situation.

BEN SCELLICK, CPA
CEO & Financial advisor

Ben is passionate about helping people achieve their retirement financial goals. He enjoys spending time with his wife and three daughters and just knows the Mariners will win the World Series any year now.

MATTHEW ATKINS,
Senior Financial advisor

Having the opportunity to help people set financial goals, work towards them and eventually reach their goals, is one of the greatest things Matt has ever been a part of. He and his wife Laura have five children and five grandchildren, who are the absolute best!

Click here for Personal Bio

SHARA PAGELS, CPA
Financial Advisor

Shara loves to help people bring peace and understanding to their financial lives through thoughtful and thorough planning. Other than spreadsheets, ballet is her life-long passion and artistic outlet.

The Clearbrook Roadmap to Freedom™ Process

Many individuals, families and business owners are not sure about the best way to create income when planning for life-after-work, focusing solely on assets can be misleading. The key is the income those assets generate. Income-driven planning emphasizes how effectively your savings work to provide steady income. A diversified income strategy may include pensions, Social Security, dividends, rental properties, and annuities to ensure a reliable income stream. This approach creates a financial foundation that adapts to market changes, inflation, and unexpected costs. At Clearbrook Investment Management, we prioritize tailored income planning to maximize resources and minimize risks.

Remember, it’s not about how much you have, it’s about how much you can count on.

Schedule a Job-Free Readiness Review Appointment
We will contact you to meet with one of our Financial Advisors to review your unique circumstance, understand your objectives and goals and answer your questions.

Create the Clearbrook Roadmap to Freedom™ Plan
Our team will put together your Clearbrook Roadmap to Freedom™ plan with specific recommendations on how to get where you want for a financially independent future.

Implement the plan
Our team of professionals will work with you to implement and monitor your plan in the future to help you get where you need to go

SCHEDULE AN APPOINTMENT