Services Offered
Retirement Planning
Personalized strategies to help you prepare for and enjoy a secure retirement, including income planning and investment optimization.
Investment Management
Expert guidance on building and managing investment portfolios to maximize growth and navigate economic challenges.
College Funding Advice
Assistance in planning and saving for children's education expenses with tailored financial solutions.
Mortgage and Debt Counseling
Sound advice on mortgage decisions and debt management to improve your financial health.
Financial Education and Coaching
Patient, teacher-like approach to explain complex concepts and help clients make informed financial decisions.
Reviews
5(5 reviews)
Rating Distribution
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J
Johnita Williams
via Google
6 months ago
Kris has been our financial advisor for over a decade. He helped us prepare to live a year abroad, prepare for our kids' college expenses, make wise decisions about our mortgage, and gave sound advice on investing. Kris has the heart of a teacher, is patient to listen to our concerns and questions. He takes time to look at our own personal situation and meet us where we are while helping us to look toward the future and prepare wisely. We are SO thankful for Kris and would highly recommend Clarity Financial Group.
L
L Mvia Google
7 months ago
Kris and the Clarity Team have been providing our family financial planning for over 15 years. They have the business acumen and software tools to make sure our investments are maximized and our charted course into the future is active and fun. My husband retired last year at 60 and we are very happy with the Clarity financial plan that is supporting our lifestyle in retirement!
A
Albert Mastellovia Google
10 months ago
I have been a client of Clarity Financial for about 22 years and Kris and his team have guided me and my investments through some pretty rough economic waters and following his sage advice I have been able to relax and just let him and his team do what they do best - provide the finest financial advice, planning, and action available. I HIGHLY recommend Kris and Clarity and trust them fully with my future. Especially in the current troubled times in which we find ourselves. But I sleep well at night!
T
Tammi Andersonvia Google
11 months ago
I have worked with Kris and his staff for many years now and I’ve always found Clarity Financial to be friendly, caring and diligent in handling my financial assets to best achieve positive growth in my accounts. They have answered my questions when I’ve had them, they’ve sent me paperwork when I cannot locate it myself, and on a fairly regular basis they touch base and see if any needs have come up or future plans have developed. Not only is this a financial relationship, but I feel like we have developed a friendship. I couldn’t be more pleased.
B
Barbara Beachvia Google
12 months ago
Kris has been my financial advisor for almost 10 years. He’s helped me develop a long term strategy, coached me through retirement planning and retirement. He helped me maximize my 401 k from work. He is knowledgeable and patient to explain complex financial concepts. He is serious but engaging and efficiently processes any agreed upon actions. Highly recommend him!
