About Us

Starting With The Goal In Mind

Over the years, we have found that we are able to efficiently position our clients, keeping your goals in mind, helping you to reduce the risk of running out of money while also increasing income during retirement.

Providing Clarity for Over 70 Years

Clarity Financial was founded over 70 years ago upon the belief that everyone deserves to have access to financial knowledge as well as personalized strategies to help them achieve their goals and live life to the fullest. We believe in helping you achieve your personal and professional goals - from spending quality time with friends and family to starting your own business. That is why today at Clarity Financial, we are driven to positively impact individuals, families, and small businesses as we help them to obtain a secure financial future.

While knowledge is readily available to everybody now, it is harder than ever to be successful at navigating the financial landscape on your own:

Information overload. There are so many financial tools, options, and professionals available, how do you choose the best ones for you and your situation?

You are busy. It is impossible to be an expert in everything. You are already an expert in your own profession, your family, and your hobbies. Let us do the complex work and simplify your financial strategies for you.

Financial Anxiety. Many people have a lot of stress around even thinking about financial strategies. Whether you are paying down debt or are asking if you will have enough to retire, we can provide clear solutions and ease your anxieties with a solid strategy for the future.

Why Clarity Financial?

We believe many of the strategies used today are outdated and heavily dependent on probabilities and averages, which is not the way life unfolds in reality. It is one thing for an investment strategy to look good on paper, particularly when using historical averages, but in real life the market always produces variable returns. What does this mean for you and your account value? The fact is, the order of returns may be more important than the average rate your account received over a given period.

As we know the market will be up some years, and down the next, we prepare for it so that market volatility can have as little impact on you as possible. We do not want the market to dictate your goals to take a vacation, move closer to your grandchildren, or even simply buy something nice for somebody you love.

When it comes to retirement strategies, Clarity Financial believes that our job is to satisfy your retirement income needs using both stable sources and variable accounts. We do not make recommendations based solely around probabilities and averages. Furthermore, we believe it is our job to satisfy your retirement income needs with the smallest amount of assets. If we can provide a stable, lifetime income from a smaller amount of assets, it not only gives you more confidence, but also frees up more assets for the fun things in life. Additionally, when less money is earmarked for retirement income, it means more funds can be available to provide a legacy for your family.