A Registered Investment Advisor (RIA) works for you

Often brokers and registered representatives will only introduce you to products that they have available for sale.

An RIA has commission free solutions - Learn about all of your investment choices!


Services

PERSONAL FINANCIAL PLANNING

RETIREMENT INCOME STRATEGIES

ESTATE PLANNING

CHARITABLE GIVING STRATEGIES

FIXED INCOME STRATEGIES

GROWTH AND INCOME PORTFOLIOS

ROLLOVER SPECIALIST 401(k)'s, 457's etc..

CONTACT ME AT clarityisbrief(@)cableone(dot)net for more information!


WHO’S LOOKING AT THE BIG PICTURE FOR YOU?

Does your accountant know what’s in your will?

Can your attorney tell you what you paid in taxes last year?

Has your banker looked at your buy/sell agreement?

Does your insurance agent know how your money is invested?

 

What would you like to know about your total financial picture?

Financial Position                    Investments

Income Tax Planning         Retirement Planning          Estate Planning

 

If you find yourself unable to answer these serious questions about your financial future, contact my office and ask for a free 60 minute consultation.  (520) 432-6680.