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At Clarity Financial, we work with individuals, families, as well as business to develop sound strategies that incorporate short-term and long-term goals, including your retirement dreams. You will get your own custom blueprint on how to achieve your goals and dreams, and we will work with you to help you achieve them.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We will help you to focus on the issues that are most critical to your financial well-being, particularly helping you to be as efficient as possible with your resources. We are much more than simply investment strategies – we will help you do so with foresight, having the end-goal in mind.

Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Retirement Income Planning

The rules for accumulating money are much different than the distribution phase in retirement. Knowing those rules can help maximize your retirement income.

Investment Planning

Our team will complete a thorough analysis of your portfolio, taking into account risk tolerance, time horizons, and the goals for you and your family. We will help you to structure your investments to be as efficient as possible.

Legacy and Estate Planning

Leaving your estate without a plan in place can be very costly and can create havoc for your heirs. We’ll help you create a strategy for your legacy to continue for generations.

Social Security Strategies

When should you start your Social Security? The team at Clarity Financial will educate you on the most efficient way to maximize your benefits.

Informal Business Valuations

The sell or succession of your business can be a large component of your retirement plan. An informal valuation will help you plan for a smooth transition to retirement.

Insurance Policy Evaluations

Evaluation for appropriate coverage levels on life, disability, and long-term care policies. Performance evaluation can also help avoid a premature lapse due to low interest rates and increased costs.

Long-Term Care Strategies

Care towards the end of your life, whether it is in-home care or at a nursing facility, can be expensive. We will help you plan so you can control your care, maintain independence, and preserve your assets.

Schedule a Consultation

Ready to move towards financial freedom? Contact us today for a no-obligation consultation in helping you discover and make progress towards financial clarity.


Additional Services We Offer

Risk Management and Income Protection

Life Insurance
Disability Insurance
Mortgage Insurance
Buy Sell Agreements
Key Man
Executive Bonus
Policy Review

Financial Strategies

Goal Setting
Minimizing Taxes
Cohesion Across All Strategies
Creating Efficiencies

Retirement Strategies

Individual Retirement Accounts (IRA)
Roth IRA
Employer Sponsored Plans (401k’s, 403b’s)
Social Security Optimization
Retirement Income Strategies

Wealth Strategies

Investment Strategies
Indexed Strategies
Buffered Strategies
Retirement Income Strategies
Wealth Accumulation
Preservation and Transfer Strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (308) 672-3889