Guiding employers through complex employee retirement services and equipping families with strategic financial insights for a secure future
We’re here to be your partner in building a secure future — one step, one plan, one employee at a time.
At Clarity Financial, we specialize in helping small businesses, nonprofits, and government employers (federal, state, and local) set up and manage ERISA-compliant retirement plans. We know compliance can be complex — that’s why we simplify the process, so you can stay focused on what matters most: your people.
Our team works closely with you to design, manage, and protect employee benefit plans with confidence and clarity. We ensure your plans not only meet federal regulations but also truly serve and support your team’s future.
SERVICES ARE
Personalized Plans for Every Need
ERISA Compliance & Advisory Services: Safeguard your retirement plans and stay confidently compliant. At Financial Clarity, we help employers navigate the complexities of ERISA regulations—so you can protect your team’s future and minimize fiduciary risk.
There’s so much to consider—when to file, how to maximize benefits, will benefits be taxed, how working affects payments, and what strategies are best for couples and survivors. Making the right choices can mean thousands more in retirement income.
You've got questions - I've got answers!
Financial stress impacts productivity and morale. Partnering with the Society for Financial Awareness (SOFA), we offer free financial workshops for businesses, corporations, nonprofits, and religious organizations to help members understand their financial options. A financially confident team is a more focused and secure workforce. Bring financial clarity to your organization today!
Ensure a secure and worry-free financial future with Clarity Financial Services. We understand that planning for retirement can feel overwhelming, which is why we're here to provide guidance and peace of mind.
Our personalized strategies are designed to meet your unique needs, whether it’s adjusting your current investments, setting up tax-free accounts, planning for long-term care, or ensuring your estate is properly managed with trusts and wills. We even offer funeral concierge services to ease the burden on your loved ones. Let us help you take control of your future with confidence and clarity.
You insure your car and home—now it’s time to protect what matters most: YOU. At Clarity Financial Services, we believe in safeguarding you and your family from life’s unexpected events with a personalized protection plan. Whether it’s life insurance, living benefits, long-term care insurance, or funeral concierge services, we’re here to provide security and peace of mind. Let us help you plan for the future so you can live with confidence today.
Planning for your child’s future goes beyond just college—it’s about preparing for every milestone along their journey. With a solid plan in place, you can have peace of mind knowing you have the flexibility to support their dreams, whether it’s extracurricular activities, their first car, a wedding, buying a home, starting a family, or handling life’s unexpected emergencies. Let us help you protect their future while securing yours.
An experienced financial consultant can help you navigate the waters of uncertainty with ease.
As a non-captive agent,
has access to over 30+ carriers
Chances are, Caroline can work with your preferred carrier.
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Our firm is staffed by proven insurance professionals committed to providing our clients with highly personalized service.
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Information on this site is for educational purposes only and is not legal, tax, or insurance advice. Coverage and product availability vary by state and carrier. We are not connected with or endorsed by the U.S. government or the federal Medicare program. Contacting us may result in communication from a licensed insurance agent.