How does the advisor help clients – Key Takeaways:
CLARITY FINANCIAL PLANNING is committed to helping clients achieve their financial goals and secure their financial future. With a team of experienced advisors and a diverse range of financial services, the firm is able to provide expert guidance and support to its clients.
Facts and Insights:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types:
CLARITY FINANCIAL PLANNING serves a diverse range of clients, including individuals, families, and small business owners. The firm also works with high-net-worth individuals and offers tailored services to meet their unique needs.
Fees & Compensation:
CLARITY FINANCIAL PLANNING operates on a fee-based model, which means that the firm charges clients a percentage of their assets under management. This ensures that the firm’s interests are aligned with those of its clients.
Background:
CLARITY FINANCIAL PLANNING was founded 15 years ago with the goal of providing comprehensive financial planning and investment management services to individuals and families. The firm’s team of advisors has over 50 years of combined experience in the financial services industry.
Financial Advisor Disclosures to Know:
CLARITY FINANCIAL PLANNING is a registered investment advisor (RIA) and is required to disclose any potential conflicts of interest to its clients. The firm is committed to transparency and always puts the best interests of its clients first.