CF
Clarity Financial Group
Clarity Financial Group : Des conseils clairs pour votre avenir financier.
5
Business
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Clarity Financial Group : Des conseils clairs pour votre avenir financier.
Situé au 1622 Park Pl Ave à Fort Worth, Clarity Financial Group propose une planification financière et des conseils en investissement fiables, dirigés par Kris. Les clients remarquent une approche patiente et pédagogique, des relations de longue date (10 à 22 ans ou plus) et une aide pour la planification de la retraite, les dépenses liées à l'université et les décisions liées aux prêts hypothécaires. L'équipe est sympathique, diligente et axée sur des stratégies pratiques et tournées vers l'avenir, qui inspirent la confiance.
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Des stratégies personnalisées pour vous aider à préparer une retraite sécurisée et à en profiter, y compris la planification des revenus et l'optimisation des placements.
Des conseils d'expert pour constituer et gérer des portefeuilles d'investissement afin de maximiser la croissance et de surmonter les défis économiques.
Aide à la planification et à l'épargne pour les frais d'éducation des enfants, avec des solutions financières sur mesure.
Des conseils avisés sur les décisions liées à l'hypothèque et sur la gestion de la dette pour améliorer votre santé financière.
Approche patiente et pédagogique pour expliquer les concepts complexes et aider les clients à prendre des décisions financières éclairées.
Note globale
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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