Financial Clarity by Design

Financial Clarity by Design We strive to bring clarity to financial decision making. Content is for general purposes only and is not an offer to buy or sell any security.

Our mission is to inform our clients how to help build and preserve their wealth and to lead them down the path to obtaining their financial goals and dreams by utilizing a holistic planning process. Juli McNeely, Rebecca Gonzalez, Dan Flees, and Melanie Kunze offer securities and investment advisory services through 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑, 𝐈𝐧𝐜.., member FINRA/SIPC. 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑 is separately owned and othe

r entities and/or marketing names, products or services referenced here are independent of 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑. 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑 does not provide tax or legal advice. For full disclosures please see our website at www.financialclaritybydesign.com

www.finra.org
www.sipc.org

Content posted by other parties does not necessarily represent the views of 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑 or Financial Clarity by Design.

06/19/2026

Get to know our newest full-time team member a little bit more.
Mason graduated in May 2026 and cannot wait to see what the future holds here at Financial Clarity by Design!
Everyone welcome Mason!

πŸ“‚This month we are bringing awareness to safe file sharing! It is important to understand these essential safety tips wh...
06/17/2026

πŸ“‚This month we are bringing awareness to safe file sharing! It is important to understand these essential safety tips when sharing any file - sensitive or not.

In the expanding world of online communication, we are here to share some knowledge to reduce the risk of cyber-attacks and safety precautions you can take to keep yourself covered. It's important to stay informed and up to date on ways you can better secure yourself online!

Last, we have Colten! Colten is a first year intern with us. He is going to be a senior at the University of Wisconsin -...
06/16/2026

Last, we have Colten! Colten is a first year intern with us. He is going to be a senior at the University of Wisconsin - La Crosse in the fall, and he is majoring in Finance with a personal financial planning emphasis. He is most excited to strengthen his financial skills and learn about the financial planning process!

Our next new hire is Amber, who is returning for her second year at Financial Clarity.She is going to be a Junior at the...
06/15/2026

Our next new hire is Amber, who is returning for her second year at Financial Clarity.
She is going to be a Junior at the University of Wisconsin - La Crosse in the fall. She is majoring in accounting and finance with a personal financial planning emphasis. She is looking forward to a great summer learning the financial planning process!

We would like to give a warm welcome to our newest team members! Mason graduated from the University of Wisconsin - La C...
06/15/2026

We would like to give a warm welcome to our newest team members! Mason graduated from the University of Wisconsin - La Crosse in May 2026 with a bachelor's degree in finance and a minor in Business Analytics. After interning last summer, he chose Financial Clarity because we offered the best opportunity to work with him and help him build his long-term goals in financial advising by allowing him to gain knowledge from experienced professionals in a close-knit collaborative environment that feels like family.

Our wonderful advisors are currently at MDRT taking time to learn from the best of the best in the industry, and Juli ga...
06/10/2026

Our wonderful advisors are currently at MDRT taking time to learn from the best of the best in the industry, and Juli gave a fantastic speech on the power of listening to your clients through establishing something called a β€œClient Advisory Board”! (We will post the video tomorrow!!) Meanwhile back home, our amazing staff is holding down the fort!

06/08/2026

Our summer 2026 interns are here, and we could not be more excited. Give a big warm welcome to UWL students Colten and Amber. We are ready to see what they bring to the table this summer!!

06/01/2026

Happy 30th anniversary, Juli!!!

30 years ago today, Juli began her career that goes on to impact so many livesβ€”and we’re incredibly grateful to have been part of that journey.

Juli has built more than a career, she has built lasting relationships and lifelong friendships. What makes her so special isn’t just her knowledge or experienceβ€”it’s the genuine care she brings to every conversation and relationship.

Juli, thank you for the lasting impact you’ve made on our clients, our team, and everyone fortunate enough to know you. Your kindness and commitment to helping others have created a legacy that extends far beyond the work itself.

Please help us in congratulating Juli on an amazing 30 years. We’re so proud to celebrate you and all you’ve accomplished!
πŸ’™πŸ’™πŸ’™πŸ₯³πŸ₯³πŸ₯³πŸ₯³πŸ₯³

We would like to revisit the topic of 𝐈𝐝𝐞𝐧𝐭𝐒𝐭𝐲 π“π‘πžπŸπ­, but this time regarding keeping our children's identities safe!! ...
05/26/2026

We would like to revisit the topic of 𝐈𝐝𝐞𝐧𝐭𝐒𝐭𝐲 π“π‘πžπŸπ­, but this time regarding keeping our children's identities safe!! Did you know your child can become a victim of identity theft before they’re even old enough to drive? 🚨 Criminals often target minors because their credit files can go unchecked for years. One of the best ways to protect your child’s identity is to freeze their credit with the 3 major credit bureaus:
β€’ Equifax
β€’ Experian
β€’ TransUnion
A 𝐜𝐑𝐒π₯𝐝 𝐜𝐫𝐞𝐝𝐒𝐭 𝐟𝐫𝐞𝐞𝐳𝐞 can help prevent someone from opening fraudulent accounts using your child’s Social Security number. Most parents don’t discover the problem until years later β€” when their child applies for a student loan, apartment, or first credit card. Taking a few minutes now could save your family years of stress and financial headaches later. πŸ”’ Protect their future before someone else tries to use it.

One of the smartest ways to protect yourself from 𝐒𝐝𝐞𝐧𝐭𝐒𝐭𝐲 𝐭𝐑𝐞𝐟𝐭 in 2026? Freeze your credit files at all 3 major credit...
05/20/2026

One of the smartest ways to protect yourself from 𝐒𝐝𝐞𝐧𝐭𝐒𝐭𝐲 𝐭𝐑𝐞𝐟𝐭 in 2026? Freeze your credit files at all 3 major credit bureaus. πŸ”’
A credit freeze helps prevent criminals from opening new accounts in your name! Be sure to freeze your credit with:
β€’ Equifax
β€’ Experian
β€’ TransUnion
The process is FREE and can usually be completed online or by calling each credit bureau in just a few minutes.
A credit freeze does NOT affect:
βœ”οΈ Your credit score
βœ”οΈ Existing credit cards or loans
βœ”οΈ Your ability to unfreeze temporarily when applying for credit
In today’s environment of constant data breaches and scams, this is one of the easiest proactive steps you can take to protect your financial future.

Address

Spencer, WI

Opening Hours

Monday 8am - 12pm
1pm - 5pm
Tuesday 8am - 12pm
1pm - 5pm
Wednesday 8am - 12pm
1pm - 5pm
Thursday 8am - 12pm
1pm - 5pm
Friday 8am - 12pm
1pm - 3pm

Website

Alerts

Be the first to know and let us send you an email when Financial Clarity by Design posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Clarity by Design:

Shortcuts

Share

Category