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Proud member of

Better Business Bureau

Better Business Bureau

Clear Income Strategies Group is part of the Better Business Bureau to assure each of our clients and potential clients that we have a gold standard of service. We maintain a standard of trust and integrity in everything we do.

The Independent Excellence Group

The Independent Excellence Group

The Independent Excellence Group is a distinguished group of 52 financial advisors and insurance professionals. They each function independently and come together as a group across the United States several times per year to update, learn, and share new ideas, procedures, and practices.

National Ethics Association

National Ethics Association

Trust and transparency are now more important than ever. By joining the National Ethics Association (NEA), financial professionals place themselves in a position of scrutiny. They encourage due diligence rather than hide from it. They want you, the consumer, to have peace of mind when choosing them for your business needs.


We Support

Clear Income Strategies Group is committed to making an everlasting difference in the community we work and live in. By fostering enduring relationships with nonprofit organizations, funding local initiatives, and providing community support, our company is able to champion a number of causes while simultaneously promoting a strong culture of care from within. Through the relationships that develop between our employees and community organizations, we can really see the impact of our commitment. By encouraging a positive, passionate spirit of involvement and working together as a team, we at Clear Income Strategies Group strive to achieve safety, security, and growth in this world of unpredictability.

Companies We Work With

8328 – 301 Pineville Matthews Rd

Charlotte, NC 28226

(704) 509-1500


CPA, PLLC Business & Tax Consulting

Robert P. Trautwein, CPA


Richard Young, Branch Manager

Are you ready to save for the future? We are just a click away. Fill out the form below, or call us at (704) 919-0149.