I had the distinguished pleasure of meeting Mr. John "Jack" Bogle, founder of The Vanguard Group, at ACP's 2014 Annual Conference. Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.
No matter where you are in life, financial decisions abound. And when you're busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. As fee-only financial advisors, we sell no products and receive no commissions.
No matter where you are in life, financial decisions abound. And when you're busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. As fee-only financial advisors, we sell no products and receive no commissions.
Services
Tim Sullivan, CFP, EA is registered in the state of Missouri as an Investment Adviser Representative for Clarity Financial, LLC, * a fee-only advisory firm he founded in 2011. He has a passion for helping others achieve their financial goals through an integrated approach to financial planning. This comprehensive planning method analyzes the entire financial picture, not just investment assets.
Our clients are unique, and we want to embrace their individual goals - financial and otherwise. You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home. Maybe you're unsure how to build wealth while educating your children and starting a business. Perhaps you're struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.
While the Clarity Financial Review or the ongoing Wealth Management Retainer is the focus of our service, we will occasionally take on other projects on a per-hour charge or a flat project cost. Please inquire if you need assistance that may fit one of these categories. Investment advisory products and services are offered through advisory representatives of Clarity Financial, LLC, an investment advisor registered with State of Missouri.
For some clients, working together on a long-term basis is the smartest choice. When we work with clients year round, we are able to take a truly comprehensive approach to your unique personal financial plan. The fees for this service are determined based upon our understanding of the complexity of a client's financial situation and the scope of the engagement.
The Clarity Financial Review provides an overall picture of your financial life in a condensed two-hour meeting. 1. Am I following the tenants of the Five Fundamentals of Fiscal Fitness? These are the essential ingredients to building a lifetime of financial success and are appropriate to follow for individuals at all stages of life.
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