Our Services
Comprehensive Financial Guidance
Integrated planning across the areas that matter most to your financial security and legacy. Every engagement is customized to your circumstances.
Retirement Planning
Comprehensive retirement income strategies, Social Security optimization, pension analysis, and distribution planning for pre-retirees and retirees.
Discuss This ServiceWhat This Includes
- Retirement income projections and gap analysis
- Social Security claiming strategy optimization
- Pension and annuity evaluation
- Required minimum distribution planning
- Healthcare cost planning and Medicare coordination
- Retirement lifestyle budgeting and cash flow modeling
Investment Management
Diversified portfolio construction, risk management, tax-efficient investing, and ongoing rebalancing aligned with your goals and timeline.
Discuss This ServiceWhat This Includes
- Custom portfolio construction and asset allocation
- Risk tolerance assessment and management
- Tax-efficient investment placement and harvesting
- Ongoing portfolio rebalancing and monitoring
- Alternative investment evaluation
- Performance reporting and benchmark comparison
Tax Planning & Optimization
Proactive tax strategies including Roth conversions, tax-loss harvesting, charitable giving strategies, and multi-year tax projections.
Discuss This ServiceWhat This Includes
- Multi-year tax projection and bracket management
- Roth conversion analysis and timing
- Tax-loss harvesting across portfolios
- Charitable giving strategies (DAF, CRT, QCD)
- Capital gains management and deferral
- Coordination with your CPA and tax counsel
Estate & Legacy Planning
Wealth transfer strategies, trust coordination, beneficiary planning, and charitable legacy design to protect what you have built.
Discuss This ServiceWhat This Includes
- Estate plan review and optimization
- Trust coordination and funding strategies
- Beneficiary designation review and updates
- Charitable legacy and philanthropic planning
- Business succession planning
- Generational wealth transfer strategies
Not Sure Where to Start?
Most clients engage us for comprehensive planning that spans multiple service areas. Schedule a consultation and we will help you identify your priorities.
Schedule a ConsultationClarity Financial Advisors is a registered investment advisor. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. This website is for informational purposes only and does not constitute investment, tax, or legal advice.