|About||We are experienced independent financial advisors helping individuals primarily in the Dallas Fort Worth area create financial plans that add clarity.|
Clarity Financial Group is a full-service financial services company based in Fort Worth, TX dedicated to helping our clients build wealth and protect their hard-earned assets. Our company is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. If we start investments with a company and they don't meet our expectations, then we will make changes or move to another company. Simply put, we work for you. Though we primarily work with individuals and families in the Dallas/Fort Worth area, we do also work with a select group of clients in a variety of states throughout the United States.
Our independence enables us to establish working relationships with a number of industry-leading brokerage and insurance providers whose products we leverage to create customized client portfolios. We have professional relationships with experts in the areas of long term care insurance, social security, teacher retirement pension system (TRS), and federal employee benefit consultants (CSRS/FERS) as well as estate planning attorneys and CPAs. We recommend only those products and services that can be tailored to suit our clients' unique needs. While we primarily use both stock and bond mutual funds with strong track records, we do at times consider variable annuities, managed accounts, and alternative investments when we feel they meet a particular client need or help manage risk.
We have also added a variety of health insurance products, including off exchange health, dental and vision plans, on exchange Affordable Care Act "Obamacare" health plans, Medicare Advantage plans, Medicare Supplement Plans, prescription drug plans, and Health Indemnity Plans.
We believe another thing that makes us unique from most advisors is our goal to help each client become debt free. We feel strongly that when a client is debt free that they not only have less risk in their financial lives but have a greater chance of reaching their short-term, mid-te