ClearVision Planning LLC

ClearVision Planning LLC His personal story, which you will find below, compels him to help others. Jason started ClearVision Planning out of his passion for helping people.

ClearVision Planning is for people who want to discover their own clear vision of a comfortable lifestyle and successful retirement, while receiving a white-glove experience. Jason Parrish, Founder and President of ClearVision Planning LLC, has over 20 years of planning experience assisting clients in implementing proven wealth strategies designed to lower their tax burden, increase their wealth,

and build income for life. He has helped and continues to help many individuals see the benefits of being proactive with their planning and how it can have a significant impact on their lives and their families' lives. At an early age, Jason’s father inspired him to pursue a career where he could really help people. His father was an Optometrist in Westerville for 40+ years and when he asked his father why he wanted to be an Eye Doctor. His response was simple, "because I knew that I wanted to help people and being an optometrist allowed me to help people see". This talk with his father was a defining moment in his life and has been a foundation for Jason in pursuing a career that always allowed him to strive to help people. His mission is to help people see the benefits of creating a holistic financial plan and deliver clear solutions to help clients reach their personal and financial goals. Prior to creating his firm, Jason was an independent financial consultant providing planning and education services to hundreds of participants at public and non-public companies around the U.S. that offer retirement plans, such as 401(k)’s. His previous experience, combined with his personal story, allows Jason to help families navigate the sometimes complicated and overwhelming process of building wealth by presenting complex strategies in an easy-to-digest format. Jason loves what he does and can’t wait to help you create a personalized ClearVision plan to make achieving your financial goals a reality. Currently, Jason resides in Westerville, OH with his family, and their dog named “Maui”. He enjoys spending time outdoors biking, hiking, and spending time with his family. They attend The Church of the Messiah. https://www.simplicitywealth.com/social-media-disclosures/

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Here's what savvy investors took away from Q3

2025 Client Appreciation Event - It is always great to see everyone together having a good time! Thank you for your fri...
08/25/2025

2025 Client Appreciation Event - It is always great to see everyone together having a good time! Thank you for your friendship and trust, I look forward helping you for many years to come.

07/11/2025

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04/29/2025

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02/20/2025

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Get strategies for each generation of your family

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01/16/2025

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The Social Security Fairness Act, HR 82 was signed into law Monday, January 5th, 2025.This means people who are or would...
01/09/2025

The Social Security Fairness Act, HR 82 was signed into law Monday, January 5th, 2025.

This means people who are or would have been affected by the Windfall Elimination Provision and Government Pension Offset, will no longer receive reduced Social Security benefits. See the notice below provided by the Social Security Administration.

https://www.ssa.gov/benefits/retirement/social-security-fairness-act.html

I am happy to help you evaluate this change and how it will impact your retirement income planning. More information to come on this important Social Security Change.

Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) update

Address

670 Meridian Way, Suite 108
Westerville, OH
43082

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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