Clarity Financial Group

Clarity Financial Group 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-term, and long-term financial goals. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Do global and international mutual funds complement or conflict with each other?
09/29/2024

Do global and international mutual funds complement or conflict with each other?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
09/25/2024

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
09/22/2024

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
09/18/2024

Renter? Think you’re covered by the owner’s insurance? Do a double check.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

You've allocated your assets; you just may not realize it yet.
09/15/2024

You've allocated your assets; you just may not realize it yet.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Do you really understand how your homeowners insurance works?
09/11/2024

Do you really understand how your homeowners insurance works?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Your   needs don’t stay the same when the nest empties, but what changes?
09/08/2024

Your needs don’t stay the same when the nest empties, but what changes?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

09/04/2024

Three tips for giving smart from the heart.

09/01/2024

Take an inside look into Simplified Employee Pension plans.

08/28/2024

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Compound interest can dramatically impact the future growth of your assets. Learn more.
08/25/2024

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

Wondering what to tell your financial pro? Check out this quick video for guidance!
08/21/2024

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Address

1622 Park Place Avenue
Fort Worth, TX
76110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+18173384150

Alerts

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