Retirement Planning - The Process

A process for Financial Progress and Peace of Mind

The CFA Retirement Planning Process is an approach that evolves over time into a comprehensive retirement plan.  Our approac

Workplace Retirement Plans

Clarity Financial Advisors (CFA) offers the full spectrum of retirement plan options for employers to gain the level of savings and tax deferral that fits their current needs.  The options include:

Investment Management

Individual investors, individual strategies. CFA partners with investment managers to develop an investment strategy that suites your needs and goals.

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Business Succession Planning

Clarity Financial Advisors (CFA) offers the full spectrum of retirement plan options for employers to gain the level of savings and tax deferral that fits their current needs.  The options include:

Retirement Income Planning

Retirement used to be simple – not anymore. People are living longer, and many do not have access to traditional pension arrangements. Returns on risk-free savings have declined to almost zero, while real inflation persists.