Clarity Wealth Management
At Clarity Wealth Management we’re not here to run your life for you. We’re here to listen, engage, guide and inform you – as your advocate, your financial planner... not your boss. We’re here to help you find effectiveness through simplicity within your money management. We’ve structured our client experience accordingly, with clear process, seasoned expertise and caring attention every step of the way.
We understand that everyone faces their own unique challenges as they prepare for retirement. In partnership with BAM Alliance, we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals at Clarity Wealth Management have years of experience in financial services. Based in Irvine, California, we can help you address your needs of today and for many years to come. Whether you're interested in retirement planning, estate planning, 401(k) plans, defined benefit plans or CPA services, as a Registered Investment Advisor firm, we can help you map your future. We look forward to working with you.
Strategic Alliances & Partners
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What can be learned from the savings rate?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Understanding the economy's cycles can help put current business conditions in better perspective.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Recent changes in estate tax laws could affect the strategy you have in place.
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Your credit score is a vital part of your financial health. Understand how it works.