Personalized Plans for Every Need
Registered Social Security Analysts at CJR financial Services help individuals and couples understand how to make decisions about when to retire, how to claim spousal benefits, and how to navigate Social Security regulations to maximize their benefits
Maximize Lifetime Benefits
Ensure Financial Stability
Optimize Survivor Benefits
Reduce Tax Impact including SETARA
CJR Financial Services is a member of SOFA, the Society for Financial Awareness (SOFA). It is a 501(c)(3) nonprofit, delivering free financial literacy seminars, in person and virtual, across the U.S. since 1993.
Our nationwide network of professionals, including insurance agents, financial advisors and attorneys, offers workshops to help individuals and organizations understand various financial topics. While experts lead all sessions, the discussions remain general in nature.
Ask how we can help your business/organization!
Satisfies ERISA 404c requirements
SHRM Recertification Provider
Ensure a secure financial future without the stress of uncertainty. CJR Financial Services can help create a personalized retirement strategy to meet your needs.
Adjusting Current Investments
Tax-Free Accounts
Long Term Care
Estate Planning including Trusts/Wills
Funeral Concierge Services
Maximize your financial outcomes with a Financial Needs Analysis in order to assess your current financial situation and receive a personalized strategy for the future.
Pay Off Debt
Pay For College
Buy A Home
Retirement Straetegies
Legacy Planning
You have protection plans for your car, home, and other valuables, but the most valuable thing in your family is YOU! CJR Financial Services will create a protection plan to make sure YOU are covered against life's unexpected events.
Life Insurance
Living-Benefits
Long-Term Care Insurance
Funeral Concierge Services
Ensure a secure financial future without the stress of uncertainty. Our licensed agents can help create a personalized retirement strategy to meet your needs.
Adjusting Current Investments
Tax-Free Accounts
Estate Planning
Annuities
ABOUT CLARITY FINANCIAL
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.
Chances are, Caroline can work with your preferred carrier. Want to learn more? Schedule an appointment with her, below:
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