Bourbon & Wine Tasting Event

Sip, savor, and connect. Join Clear Income Strategies Group for an exclusive bourbon and wine tasting experience. Bring a guest, enjoy complimentary food and beverages, and mingle with others in a relaxed, elegant setting.

Bring a guest and earn 3 raffle entries for a chance to win a prize.
Each couple is allowed to bring up to 4 guests.
Enter for a chance to win exciting raffle prizes.

RSVP & Join Us

Because retirement isn’t just about saving—it’s about enjoying moments like this.

This informative and entertaining evening is COMPLIMENTARY.

This information does not constitute legal or tax advice. Clear Income Strategies Group, LLC and its associates do not provide legal or tax advice. Individuals should consult with an attorney, tax professional, or accountant regarding the applicability of this information to their situation. Insurance products and services are offered by licensed insurance agents of Clear Income Strategies Group, LLC. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Clear Income Strategies Group, LLC is not affiliated with the Social Security Administration or any other government agency.

Request your complimentary copy of our book, “Cross the Bridge to Retirement,” in printed or digital format!

Request your complimentary copy of our book, “Cross the Bridge to Retirement,” in printed or digital format!

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Guard Your Savings

Podcast w/ Dolph Janis

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Clear Income Strategies has built a team of professionals to help you on your journey to create the future you’ve been dreaming of. We work with clients at nearly every stage of life to help them achieve their vision and retire with the income they need. All of us are deeply committed to our clients, our community, and providing you with the best possible service in a collaborative team atmosphere of excellence. We invite you to browse through these individual pages to learn more about each team member, and visit our strategic partners page to view our extended network of professionals. We can also partner with your current tax and legal pros.

Randall 'Dolph' Janis, LIP

Owner, Founder & Financial Advisor

Jeff Conyers, CLTC^®, CMP^™

Financial Professional

Lauren Garvey

Marketing Director & Licensed Agent

Veronica Janis

Operations Director, Licensed Agent & Notary

Laura Glismann

Client Relations Specialist

We welcome the chance to meet with you at your convenience to discuss your personal situation in retirement. We offer multiple ways for you to reach us. Se Habla Español.

Call: (704) 919-0149

Text: (704) 307-0202

info@cisforlife.com

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13777 Ballantyne Corporate Pl., Ste 210
Charlotte, NC 28277

Ph: (704) 919-0149
Fax: (980) 237-8144
Txt: (704) 307-0202
info@cisforlife.com

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This website is for informational purposes only and does not constitute a complete description of our services or performance. This website is in no way a solicitation or offer to sell services except, where applicable, in states where we are licensed. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee timeliness or accuracy of this information. By contacting Clear Income Strategies, you may be offered information regarding the purchase of insurance products. The agents of Clear Income Strategies Group, LLC are licensed insurance producers who offer products that are specific to a variety of insurance companies that they represent. Clear Income Strategies does not intend for the information provided to be used as investment, tax, or legal purpose. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Clear Income Strategies does not provide tax or legal advice and is not affiliated with the Social Security Administration or any other government agency. Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

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The City’s Best Awards judging panel honored Clear Income Strategies Group for the past four consecutive years, with the 2021, 2022, 2023, 2024, and 2025 City’s Best Award based on “outstanding service and customer satisfaction” over the last year. Partnering with only the highest-voted businesses, The City’s Best Awards works with one winner in each major city throughout the country.

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National Association for Fixed Annuities (NAFA) is a national trade association exclusively dedicated to promoting the awareness and understanding of fixed annuities. Members of NAFA include more than 80 insurance carriers and independent marketing organizations that represent 200,000+ agents and registered representatives who sell fixed annuities, guiding its members to adhere to the highest standards of market conduct and ethical behavior.

Bourbon & Wine Tasting Event

Raise a Glass with Us at Our Bourbon & Wine Tasting