Why Choose Us?
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Life is Full of Uncertainty.
But Your Financial Future Should Never Be in Doubt.
We aim to craft financial plans that are tailored to your unique situation. Through education and coaching, we eliminate confusion, fear, and worry by bringing clarity to financial concepts and solutions. While other approaches can create unnecessary complexity, we give our clients understanding not just about their financial situation, but about the beliefs and emotions that can sabotage their success.
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Selecting a financial advisor is a major decision. How do you ensure you choose the right one?
9 Must-Ask Questions Before Choosing a Financial Advisor
Whether you listened to our podcast episode on the topic or have simply stumbled upon our website, simply click the button below to access our advisor section guide.
These 9 must-ask questions will help you in the advisor selection process and give you confidence knowing you've selected the right one for you and your family. Â
Privacy Policy
Money & Clarity is a registered investment adviser with its principal place of business in the State of Ohio. Money & Clarity and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Money and Clarity may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about Money & Clarity is also available on the SEC's website at www.AdviserInfo.sec.gov.
Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.
The firm is not engaged in the practice of law or accounting. The firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about the Firm including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.