Welcome
Clarity Financial Services provides independent investment advice and comprehensive, customized financial strategies to clients in Arizona, California, Colorado, Vermont, and Florida. I have been helping my clients find solutions for their savings and retirement goals for more than 21 years.
I have created this Web site to give you access to information around the financial concepts behind insurance products, investing and portfolio management, retirement income planning, estate planning, and family wealth preservation strategies.
One of my primary roles as an advisor is to help educate you about the basic concepts of financial management; to help you learn more about your investment options; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit the site often. Be sure to add the site to your list of "favorites" in your Internet browser. I frequently update the available information, and if you ever have any questions about information on the site, or just have a question of your own, you are encouraged to contact me via email or phone.