Your Trusted Insurance Professionals:
At Clarity Financial, our mission is to empower individuals and businesses to confidently navigate their financial journeys with clarity and purpose. We are built on the core values of integrity, transparency, and education, ensuring that every interaction with our clients is rooted in trust and honesty. We simplify complex financial concepts, making it easier for our clients to make informed decisions that align with their goals. At Clarity Financial, your financial clarity is our commitment, and we are here to guide you every step of the way.
MEET THE OWNER AND FOUNDER
As a non-captive agent, Caroline Raker has access to over 200+ carriers
I help individuals and families navigate the complexities of financial planning, covering critical areas like savings, insurance, and retirement strategies. Without a clear plan, these decisions can feel daunting and costly—something I’ve experienced personally.
Despite growing up in a financially secure family, my parents lacked a solid financial plan for their later years. As a result, I saw them go from financial stability to hardship. I had to step in as Power of Attorney, selling their belongings to cover assisted living costs for my mother and moving my father into my home.
This experience inspired me to dive deeper into financial management. I became a licensed health and life insurance agent and joined a financial services company.
Recently, I also became a Registered Social Security Analyst, specializing in helping individuals and couples optimize their Social Security benefits, retirement timing, and survivor benefits. Additionally, I have extensive experience in Medicaid and Medicaid Waivers through my journey with two sons who live with severe disabilities. Due to the knowledge I have gained, I’m recognized as an expert in these areas and leverage my knowledge to serve families in similar situations.
In addition to my professional work, I volunteer with the Society for Financial Awareness, where I educate individuals, organizations, and businesses on practical financial principles that benefit people of all backgrounds and professions.
My goal is to use my expertise to craft personalized financial solutions that meet my clients’ unique needs thereby securing their future and generations to come.
Clarity Financial Services
Clarity & Simplicity
Financial planning can often feel overwhelming. Our goal is to simplify the process, breaking down complex topics into easy-to-understand solutions that empower you to take control of your future.
Integrity & Trust
We operate with honesty and transparency, ensuring that our recommendations are always in your best interest. We are committed to building long-term relationships based on trust.
Comprehensive Protection
From term life insurance to retirement planning, our services are designed to safeguard what matters most to you. We don’t just offer products—we create strategic financial roadmaps tailored to your goals.
Education & Empowerment
We don’t just sell insurance policies—we educate our clients on how to maximize their financial well-being. Whether through one-on-one consultations, educational resources, or ongoing support, we equip you with the tools to make confident decisions.
At Clarity Financial Services, your peace of mind is our priority.
Let’s build a secure future together.
Why Choose Us?
Personalized Service
We listen to your needs and create tailored solutions.
Industry Expertise
Our experienced team provides clear, reliable advice
Long-Term Support
We’re with you every step of the way.
Our firm is staffed by proven insurance professionals committed to providing our clients with highly personalized service.
This is a solicitation for insurance.
World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA offer insurance products. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com