Legal
Important Disclosures
Regulatory disclosures and important information about our advisory services.
Registration and Regulatory Status
Clarity Financial Advisors is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The information contained on this website is provided for informational purposes only and should not be considered as investment advice or a recommendation to buy, sell, or hold any particular security or investment strategy.
Fiduciary Duty
As a registered investment advisor, we owe a fiduciary duty to our clients. This means we are legally obligated to act in your best interest at all times. We do not receive commissions for recommending specific investment products, and we do not sell proprietary financial products. Our compensation is derived solely from advisory fees paid by our clients.
Investment Risks
All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. The value of investments and the income derived from them may go down as well as up. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable or suitable for your portfolio.
No Guarantee of Results
We do not guarantee the results of any investment strategy or financial plan. Financial projections and scenarios presented during the planning process are hypothetical and based on assumptions that may or may not materialize. Actual results will vary and may differ significantly from projections. All financial decisions involve uncertainty and risk that cannot be eliminated.
Tax and Legal Advice
Clarity Financial Advisors does not provide tax preparation, legal, or accounting services. While our planning process includes tax and estate planning considerations, we recommend that clients consult with qualified tax professionals and attorneys for specific tax and legal advice. Any tax-related information provided is general in nature and should not be relied upon as specific tax advice.
Client Testimonials
Testimonials presented on this website reflect the individual experiences of certain clients and are not indicative of all client experiences. Testimonials are not guarantees of future performance or results. Each client's experience is unique and influenced by their individual circumstances, goals, and risk tolerance. No compensation was provided for these testimonials.
Website Content
The content on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. Nothing on this website should be construed as investment, tax, legal, or accounting advice. The information presented is believed to be accurate as of the date of publication but may become outdated over time.
Third-Party Links
This website may contain links to third-party websites or resources. These links are provided for convenience only, and we do not endorse, guarantee, or make any representations regarding the content, accuracy, or reliability of any linked third-party websites. We are not responsible for the content or privacy practices of these external sites.
Form ADV
Our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) contain important information about our advisory services, fees, conflicts of interest, and disciplinary history. Clients and prospective clients are encouraged to review these documents, which are available upon request or through the SEC's Investment Adviser Public Disclosure website.
Contact for Questions
If you have questions about these disclosures or our advisory services, please contact us at info@clarityfinancial.com or by calling (617) 555-0312.