What do we do?
Simple, we make issues around money & taxes clear and easy to understand!
We seek many professionals throughout our lives, yet unlike the doctor, attorney or tax preparer, the Financial Advisor is a vital role that is often missing from one's personal network due to confusion and fear.
People face significant challenges when it comes to planning for their financial future, yet a lot of people still postpone establishing a relationship with a financial planner. And for many reasons:
- Investing can be confusing
- The process is intimidating
- Lack of understanding of what a planner does
- Feeling as though you don't have enough income.
- Fearing it's too expensive
At Clarus Wealth Management, we believe wealth has many dimensions: Physical, spiritual, family, mental, as well as financial...We work with you to help reduce fears, eliminate mistakes, and offer positive, factual, and concise information to make your goals a reality. You want a planner who will put your needs and interests first; you want a planner who is a fiduciary.
fiduciary (noun): A person bound by legality or contract to act for another's benefit, as a trustee in relation to his beneficiary
Our goal is to be your go-to resource for all things financial; however, our greatest desire is for you to start your plan with the knowledge you need to continue your journey. Should you choose to continue your financial planning with Clarus Wealth Management, or not, be assured that we are dedicated to the research and development of the most effective plan for you. Your time spent with us will never be wasted.