CF
Clarity Financial Group
Clarity Financial Group: Klare Orientierung für Ihre finanzielle Zukunft.
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Business
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Clarity Financial Group: Klare Orientierung für Ihre finanzielle Zukunft.
Gelegen in Fort Worth, 1622 Park Pl Ave, bietet Clarity Financial Group unter der Leitung von Kris vertrauenswürdige Finanzplanung und Anlageberatung. Kunden berichten von einem geduldigen, lehrerähnlichen Ansatz, langjährigen Beziehungen (10–22+ Jahre) und Unterstützung bei Ruhestandsplanung, Ausbildungs- und Studienkosten sowie Hypothekenentscheidungen. Das Team ist freundlich, fleißig und konzentriert sich auf praxisnahe, zukunftsorientierte Strategien, die Vertrauen schaffen.
Keine Fotos verfügbar
Personalisierte Strategien, die Ihnen helfen, sich auf einen sicheren Ruhestand vorzubereiten und ihn zu genießen, einschließlich Einkommensplanung und Anlageoptimierung.
Fachkundige Anleitung beim Aufbau und der Verwaltung von Anlagesportfolios, um Wachstum zu maximieren und wirtschaftliche Herausforderungen zu bewältigen.
Unterstützung bei der Planung und dem Sparen für die Bildungsausgaben der Kinder mit maßgeschneiderten Finanzierungslösungen.
Fundierte Ratschläge zu Hypothekenentscheidungen und Schuldenmanagement zur Verbesserung Ihrer finanziellen Gesundheit.
Geduldiger, lehrerähnlicher Ansatz, um komplexe Konzepte zu erklären und Kunden bei informierten finanziellen Entscheidungen zu unterstützen.
Gesamtbewertung
Johnita Williams
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 M
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!
Albert Mastello
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!
Tammi Anderson
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.
Barbara Beach
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!
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