Clarity Capital Management, serving the greater Seattle area, Bellingham, and Vancouver, WA, is a forward-thinking, independent team of financial service professionals who specialize in providing exceptional guidance designed to address the unique needs of federal employees, educators, corporate professionals, and business owners, both locally and around the country.
Our mission is to become our clients' most trusted advisors by leveraging our specialized experience, team approach, and a vast array of tools to help our clients define and pursue what matters most to them. in other words, to make their future clearer. Our commitment to this mission is reflected in the three core principles.
Our mission is to become our clients' most trusted advisors by leveraging our specialized experience, team approach, and a vast array of tools to help our clients define and pursue what matters most to them. in other words, to make their future clearer. Our commitment to this mission is reflected in the three core principles.
Services
With a firm understanding that each individual's financial situation is unique, my goal is to ensure each client and their family has a comprehensive wealth management strategy in place. Through Clarity Capital Management/LPL Financial, I am proud to offer many different investment products with different degrees of risk and return.
We are the industry leader in establishing an innovation-friendly organization, developing new business models and new products. The company is on the cutting edge of new technologies and innovative business processes. The mission of the company is to recognize investment opportunities and transform them into successful long-term projects by utilising our management method, motivated employees and clearly set objectives.
When working with a Wealth Manager, we feel it is important as a full service provider to be able to see the entire picture instead of just a piece of your financial puzzle. We are holistic financial advisors and look at all of your finances to help you make appropriate decisions. All members of the Clarity Capital Team are familiar with our 7 Step Client Process.
Retirement planning and retirement income planning is our bread and butter at Clarity Capital. Investing in a manner to provide competitive yield and dividend income may increase the longevity of your retirement account principle substantially. Some people fear running out of money more than they fear death.
At Clarity Capital Management, we provide financial and retirement planning support to FERS (Federal Employee Retirement System) and CSRS (Civil Service Retirement System) employees who are at any stage of their career. Our team of experienced advisors specializing in FERS also conducts federal benefit seminars for federal employees around the Northwestern part of the United States.
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