Working With Clarus

Clarus Financial Planning offers hourly, as-needed advice so clients get the financial facts they need, at the intervals they desire, at prices they can afford. Whether providing a second opinion, answering a few questions, or developing a full financial plan, we help clients clarify, articulate and realize their most important life goals.

Our services include Comprehensive Financial Plans, Targeted Financial Plans, Planning Sessions, and Periodic Reviews covering many topics, including:

Retirement Planning and Retirement Income Planning
Investment Portfolio Design and Review
Asset Allocation Advice
Personal Spending and Budgeting Analysis
Education Funding
Employee Benefits Review
Company Retirement and 401(k) Plan Advice
Insurance Needs Analysis and Advice
Estate planning review and guidance
Long-term Care Planning
Educational Workshops and Seminars
Second Opinions

Get started by scheduling an Introductory Appointment.