Consulting Services
As your Financial consultants, we build a plan tailored to your needs and goals. Our one-time planning and consulting cost starts at $2,500 and goes up depending on the complexity of your needs. Clients with $750,000+ of investable assets that engage us in an investment management relationship will not be charged for a consultative relationship.
PLATINUM level service is appropriate for clients nearing retirement, business owners, or families seeking in depth financial planning services. Clients are provided with the following services:
- Insurance Planning
- Retirement Income Distribution Strategies
- Advanced Tax Planning Strategies*
- Stress Test Plan
- Investment Planning
*Annual Cost starts at $2,500
Reviews: 3 face to face meetings or virtual reviews
Services Include:
- Connection Maintenance of all internal and external accounts
- Personal documents scanned and added to your vault
- Monthly/Quarterly Newsletters
- Access to educational workshops
- Invitation to Private Client Events
DIAMOND level service is appropriate for executives, business owners, and clients owning multiple investment real estate properties, multiple compensation plans, and/or are in the distribution phase. In addition to the items listed above, the DIAMOND Plan provides the following:
- Advanced Estate Planning and Coordination
- Family Planning meeting with parents and/or children
- Detailed retirement Projections Using Multiple Scenarios
- Comprehensive Business Planning – Succession Strategies
- Stock Option Analysis
*Annual Fees Vary
Reviews: 4 face to face meetings or 4 virtual reviews
Services Include:
- Financial Planner will work directly with the client’s Accountant and Attorney where needed on Advanced Estate and Tax Strategies
- Unlimited access to Financial Planner on an as-needed basis for guidance outside of scheduled meetings
Some of our clients only need guidance with asset management. At Clarity Wealth Management, we tailor our services to fit each client’s needs. With account minimums ranging from $10,000 to $500,000, we’re able to support investors at every stage. Clarity Wealth can assist with the following account types:
- 401(k), 403(b)
- TSP
- Roth IRA/401(k) and Roth Conversions
- Tax-Managed Brokerage Accounts
- SEP IRA, SIMPLE IRA, SOLO 401(k)
- 529 Plans
- Custodial Accounts (UGMA/UTMA))
- Trust Accounts
- Defined Benefit Plans
- Annual Fees Vary depending on Asset Manager chosen
Reviews: Semi-annually
Services Include:
- Connection maintenance of all internal accounts
- Semi-annual or annual portfolio reviews to assess investment strategy performance
- Monthly/Quarterly Newsletters
- Access to educational workshops
*Specific tax consequences should be verified by your tax advisor. Financial Advisors do not provide specific tax/ legal advice and this information should not be considered as such. You should always consult your tax/ legal advisor regarding your own specific tax/ legal situation.
** These activities are not investment advisory services. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance product s or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.