CF
Clarity Financial Group
Clarity Financial Group: Guía clara para su futuro financiero.
5
Business
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Clarity Financial Group: Guía clara para su futuro financiero.
Ubicado en 1622 Park Pl Ave en Fort Worth, Clarity Financial Group ofrece planificación financiera confiable y asesoría de inversiones liderada por Kris. Los clientes destacan un enfoque paciente y pedagógico, relaciones de larga duración (10 a 22 años o más) y ayuda con la planificación de la jubilación, gastos universitarios y decisiones hipotecarias. El equipo es amable, diligente y se enfoca en estrategias prácticas, listas para el futuro, que inspiran confianza.
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Estrategias personalizadas para ayudarte a prepararte y disfrutar de una jubilación segura, que incluyen la planificación de ingresos y la optimización de inversiones.
Asesoramiento experto para construir y gestionar carteras de inversión que maximicen el crecimiento y enfrenten los desafíos económicos.
Asistencia para planificar y ahorrar los gastos de educación de los hijos con soluciones financieras personalizadas.
Consejos sólidos sobre decisiones hipotecarias y gestión de deudas para mejorar su salud financiera.
Enfoque paciente, similar al de un profesor, para explicar conceptos complejos y ayudar a los clientes a tomar decisiones financieras informadas.
Calificación general
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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