We are dedicated to providing investment management, strategic wealth planning and retirement planning that is right for you

Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.

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Clarity Financial Wealth Management was formed in 2020 because of the need for clear, concise, yet comprehensive financial advice. While beginning the firm during a pandemic proved to be challenging, the need grew, and the work involved became more important.

All too often, financial jargon and costs prohibit many from seeking help during their financial and retirement planning. This avoidance makes for decisions that may not be sound, but more often individuals are not aware of financial products or strategies that would greatly benefit them now and in retirement. Many planners ask, “When would you like to know that something is wrong in your planning, Now or after it is too late?”

Clarity Financial Wealth Management makes the decision-making process easier by removing one key hurdle, Upfront Costs. We do not charge any upfront fees for any of our planning services. Instead, our goal is to make sure that this experience is educational and not like any other encounter with any other advisor. 

Be prepared to disclose a lot about yourself in our first interview. After all, this process is about you, and should be as unique as you are. Whether you are young or old, new to planning, self employed, business owner, or salaried, the process remains the same, it is about you and your dreams and goals. Together we will design a strategy that meets your unique needs. 

We believe ourselves to be educators more than salespeople. So much so, when you leave our first interview that you express this to friends, family, and to whomever referred you. Welcome to Clarity.

Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Meet Your Advisor

Jay Reeves

CEO/Investment Adviser Representative
Jay is a Veteran of the U.S. Air Force who began his career in financial services with Home Savings of America, Cal Fed, and Great Western just to...

We help build, manage, preserve and transition wealth for our clients.

Recent Blogs

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.