At Clarity Capital, we try our best to Clarify your personal financial goals by providing what we call the three Cs of our firm: Complimentary: we do not charge for an initial consultation and will not charge for such a service in the future. We believe in having to work for your business and that everyone should be given the opportunity to have their finances and accounts reviewed. We do not charge for financial plans and only start charging fees once we manage your funds. Custom: we also think it is important for every person to have a custom retirement and investment strategy.
What works for one person might not fit the goals and objectives of another. We make sure that what we recommend make sense and fits your unique goals and objectives. Being that we are independent financial advisors, we have the flexibility to accomplish this task. Comprehensive: We are convinced every person should have a comprehensive financial plan which should whether any storm or life event along the way. Just planning for retirement is not enough, but planning for a premature death or disability, planning for Long term care health needs, education planning, estate planning, small business planning and planning for tax efficiencies are all very important parts of your financial plan. The truth of the matter is that most people spend more time planning their family summer vacation each than they plan for their finances. Let us help you change that practice and make this a priority in your life.