Who We Serve
People Nearing or In Retirement
If you are already retired or nearing retirement, your financial goals and objectives take on a more urgent focus. Let us help you determine how cash flow planning, taxes, health care costs, and social security benefits can affect your retirement income.
Families in Transition
When big changes hit your life it, complicated financial decisions are often part of the process. People who are recently widowed, divorced, changing careers or who are experiencing other life changing circumstances are often faced with weighty financial decisions that will affect their family’s future. We pride ourselves on helping our clients face difficult life transitions with compassion and confidence.
Business owners often face unique challenges, as a larger than normal portions of their wealth are tied-up in their business. We are happy to work with business owners to maximize both their business and personal financial opportunities.
Actors, Artists and Writers
Working artists face unique challenges as the economic factors that affect gig professionals continue to change and evolve. Whether your creative endeavors are your full-time job or you do other work to supplement your art, the advisors at Clarus Financial can help you create a tax and financial plan that works for you.
The LGBTQIA Community
Clarus Financial has over 20 years experience working with LGBTQIA professionals and business owners who seek to implement financial plans to achieve their goals for their working years, retirement and legacy. We understand the unique financial challenges related to retirement planning, tax planning, family planning, and estate planning for LGBTQIA families.