Clarus for Advisors

Comprehensive Planning for Investment Advisors
~ Financial Advice to Compliment your Investment Advice ~

We create customized financial plans for you to share with your clients.  You can focus on your passion – investments, while we help strengthen your client relationships and broaden your knowledge of your clients’ overall financial picture.

Clarus Back Office provides you, the Advisor, with customized financial plans to deliver to your clients.  Plans include:

• A comprehensive view of your client’s financial picture, including risk management (life, disability, long-term care, health, home, auto & umbrella liability), retirement planning, education planning, and basic estate planning.
• A written report detailing the client’s financial goals and summarizing our recommendations for achieving those goals.
• An Action Plan to help your client implement the recommendations.
• Supporting material (reports, graphs, and additional resources)

Clarus Back Office will save you time so you can focus on your area of expertise.  Our services will solidify your relationship with your clients, and will allow you to serve more clients – without the costs of hiring permanent staff.

Contact us to schedule an informational meeting.