Clarity Wealth Planning offers independent, proactive planning and custom investment management. As a CFP® and fiduciary, we deliver tailored solutions and transparent communication to prioritize what’s most important to you.

Our Clients

Retirement Planning

We work with individuals preparing for or in retirement who want a secure and comfortable future. Our retirement planning process is designed to help our clients gain clarity and confidence about their future.

Business Owners

We specialize in helping business owners transition their companies into retirement income through succession, sale, or other strategies, ensuring a smooth and profitable exit.

Individuals Seeking Higher Level Service

Our clients are individuals who are seeking a higher level of service and a more meaningful relationship with their financial advisor. They often come to us feeling dissatisfied with the service they have received elsewhere, recognizing that they deserve a more personalized and attentive approach. We provide a different kind of partnership, one where communication is clear, and your needs are prioritized. Our goal is to ensure you not only feel confident about your financial decisions but also fully understand what your money can do for you now and in the future.

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Financial Planning

Our Services

Financial Planning

We always begin with a financial plan. We work with you to create a comprehensive financial plan tailored to your unique goals, helping you navigate life's financial decisions with confidence.

Retirement Planning

We help you plan for a secure and comfortable retirement by assessing your savings, your long-term goals and then designing strategies to generate retirement income. We also focus on uncovering threats that could derail your retirement.

Custom Investment Management

Unlike generic models that place you in one of several predefined strategies, we offer personalized investment management designed to align your portfolio with your financial objectives and comfort with risk.

Tax Strategies

We take a proactive approach to tax minimization through multiple tax reviews and analysis through each year. Our goal is to help identify tax-efficient strategies that could help to minimize liabilities and maximize savings over the long term.

Business Owner Services

Our specialized services for business owners focus on financial strategies that support both personal and business growth, including retirement, succession planning and proactive tax strategies.

Risk Management

We help identify potential financial risks and provide strategies to help to mitigate them. We also look at your coverage for life and disability insurance, long term care planning and work to uncover hidden risks to retirement.

Estate Planning

We assist in developing estate strategies that align with your wishes for transferring wealth, while considering tax implications and family dynamics.

Financial Counseling

We offer hourly guidance and support to help you make informed financial decisions, whether you’re planning for today or the future.

Financial Planning

We always begin with a financial plan. We work with you to create a comprehensive financial plan tailored to your unique goals, helping you navigate life's financial decisions with confidence.

Retirement Planning

We help you plan for a secure and comfortable retirement by assessing your savings, your long-term goals and then designing strategies to generate retirement income. We also focus on uncovering threats that could derail your retirement.

Custom Investment Management

Unlike generic models that place you in one of several predefined strategies, we offer personalized investment management designed to align your portfolio with your financial objectives and comfort with risk.

Tax Strategies

We take a proactive approach to tax minimization through multiple tax reviews and analysis through each year. Our goal is to help identify tax-efficient strategies that could help to minimize liabilities and maximize savings over the long term.

Business Owner Services

Our specialized services for business owners focus on financial strategies that support both personal and business growth, including retirement, succession planning and proactive tax strategies.

Risk Management

We help identify potential financial risks and provide strategies to help to mitigate them. We also look at your coverage for life and disability insurance, long term care planning and work to uncover hidden risks to retirement.

Estate Planning

We assist in developing estate strategies that align with your wishes for transferring wealth, while considering tax implications and family dynamics.

Financial Counseling

We offer hourly guidance and support to help you make informed financial decisions, whether you’re planning for today or the future.

Financial Planning

We always begin with a financial plan. We work with you to create a comprehensive financial plan tailored to your unique goals, helping you navigate life's financial decisions with confidence.

Retirement Planning

We help you plan for a secure and comfortable retirement by assessing your savings, your long-term goals and then designing strategies to generate retirement income. We also focus on uncovering threats that could derail your retirement.

Custom Investment Management

Unlike generic models that place you in one of several predefined strategies, we offer personalized investment management designed to align your portfolio with your financial objectives and comfort with risk.

Tax Strategies

We take a proactive approach to tax minimization through multiple tax reviews and analysis through each year. Our goal is to help identify tax-efficient strategies that could help to minimize liabilities and maximize savings over the long term.

Business Owner Services

Our specialized services for business owners focus on financial strategies that support both personal and business growth, including retirement, succession planning and proactive tax strategies.

Risk Management

We help identify potential financial risks and provide strategies to help to mitigate them. We also look at your coverage for life and disability insurance, long term care planning and work to uncover hidden risks to retirement.

Estate Planning

We assist in developing estate strategies that align with your wishes for transferring wealth, while considering tax implications and family dynamics.

Financial Counseling

We offer hourly guidance and support to help you make informed financial decisions, whether you’re planning for today or the future.