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Wealth Management

Wealth Management

When working with a Wealth Manager, we feel it is important as a full service provider to be able to see the entire picture instead of just a piece of your financial puzzle. We are holistic financial advisors and look at all of your finances to help you make appropriate decisions.

Our Wealth Management services include:

  • Retirement and Trust Income planning
  • Full Service Independent Financial Services firm
  • A large variety of investment options and insurance products including life and LTC
  • Working with your tax professional for optimal tax efficiency
  • Survivor Planning in the event of death or disability
  • Social security and Medicare optimization
  • Face to face meetings, even for those who live out of state
  • Competitive Fees
  • Using Risk management tools to help minimize volatility

Our 7-Step Process

All members of the Clarity Capital Team are familiar with our 7 Step Client Process. This is a proven way to help our clients understand what we are doing to help them, help us understand their goals and objectives, and develop a long term relationship. Our goal is to become successful with you for years to come.

Riskalyze

One thing is certain when working with a Clarity Capital Advisor, we are serious about risk. We never want a client to feel uncomfortable with the risk in their investments. We use Riskalyze to monitor risk tolerance, account risk, and portfolio risk on an ongoing basis.

Do you know your Risk Number? How much volatility are you able to tolerate?

Start Investing For Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Clarity Capital experience and knowledge, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

Fiduciary Focus

The Future of Your Company’s Retirement Plan

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.

Do the following issues look familiar to your retirement plan committee?

  • New regulations that add to the complexity of administration
  • Fiduciary pressures to provide prudent investment options
  • Timely (and potentially complex) fee disclosures to your participants
  • Outside advisors whose allegiances are split between plan providers and investment managers
  • Watershed regulations that require greater transparency about disclosing relationships between plan sponsors and their advisors
  • Employees who feel they cannot afford to save, but are being courted by your competitors through their benefits programs
  • Concerns over your employees’ retirement readiness

Your need for competent, objective retirement plan guidance—from an advisor you can trust—has never been greater. That’s why your plan should work with an independent retirement plan representative supported by LPL Financial.

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The advisor: A powerful extension of your retirement plan committee

Three key tenets for running an effective retirement plan drive the partnership between your retirement plan advisor and LPL:

  • Meaningful, timely information and research: An experienced retirement plan representative can offer you deep industry insights and knowledge of the regulatory landscape that help enable you to make informed choices for your plan’s individual needs.
  • Easy access to value-added investments and services: An experienced retirement plan representative can deliver proprietary research that’s designed to help you tap the world’s most talented investment management teams.
  • Customized service: An experienced retirement plan representative firm is committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

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