CLARITY FINANCIAL
"Smart Planning~Intelligent Investing"
Services We Offer
Financial Review
Our Financial Review is often the first step for our clients. This review gives clients a snap shot of where they are financially and helpful tools that will help them continue on their Financial Journey. This review is combined with education and specific advice based your finances.
Wealth Management
We offer ongoing Wealth Management services for clients. As a Fee-Only advisory firm we never sell you products, but walk alongside you to help you meet your financial goals. We take a holistic approach and look at all aspects of your finances. Plans are tailored uniquely for each client. Clients pay a yearly fee for this service.
Who We Serve
We enjoy working with a wide variety of clients from all walks of life and don't define a particular life experience niche for our clientele. Our clients are bound by a common mindset. This mindset is described thoroughly in Dr. Thomas Stanley and William Danko's well-known book, The Millionaire Next Door: The Surprising Secrets of America's Wealthy.
Whether a successful doctor in the "city" or a service station owner in a small town, our clients are hardworking people whose success hasn't come from luck or a big financial windfall. Instead, their financial success has come through years - or often decades - of living below their means and avoiding big financial mistakes. It is truly our privilege to know and serve them every day.