Client Contact Standards

We value all clients and are dedicated to treating you with the respect, transparency and integrity that you deserve from your financial advisor. We take a one-on-one approach with every client. We steer clear of the “one-size-fits-all” mentality that many large financial services companies employ.

We believe in taking the time to fully understand your unique situation, needs and financial goals. Whether you require our full-range money management services for individuals and businesses or our hourly-fee consultation, we spend time with you to discuss your needs, questions and financial objectives. We treat your questions and requests with a sense of urgency and responsiveness.

Client Portals and Free Educational Programs

Clarity clients can log into their accounts through their custodial relationships, such as Fidelity or T.D. Ameritrade. We also have a Clarity portal where our clients can securely share documents with our team as well as interact with their financial plan.

At Clarity, we place top priority on helping our clients understand the domestic and global financial markets, developing trends, challenges and opportunities. We offer extensive educational programs through various venues – including seminars, online presentations and an online blog. All of our educational programs are offered free to our clients.