About Us
Contact Us
Southern California
340 E. Route 66, Suite 206
Glendora, CA 91740
Phone: 626.914.1637
Fax: 626.608.2925
New Mexico
4801 Lang Avenue NE, Suite 110 Albuquerque, NM 87109
Phone: 505.205.7407
Fax: 505.212.0516
CLARITY
–noun 1. clearness or lucidity as to
perception or understanding; freedom from indistinctness or ambiguity.
Dictionary.com Unabridged
Based on the Random House Dictionary, © Random House, Inc. 2006.
Would you like to worry less…and enjoy life more?
Would you worry less if you were more confident that you
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have the right financial plan?
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are making the best decisions regarding insurance, estate planning, retirement planning, budgeting, etc?
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are paying only what truly you owe in taxes instead of giving the government what’s rightfully yours?
If you are like most people, you worry about your financial future. You
are frustrated by conflicting financial advice, overwhelmed by the
amount of information available, and distrustful of those who claim to
know the answers. You’re wondering if you will ever achieve your goals
and enjoy peace of mind.
You can enjoy financial
peace of mind.
When you visualize financial independence, what do you see? More
opportunities for travel? Working only part time? Volunteering for a
cause you care deeply about? Simply sleeping at night? The picture in
your mind is like the cover of a puzzle box and your finances are the
puzzle pieces. With the right help, you can put them together
successfully.
We can help.
What usually happens is that you go to a stockbroker for investment
advice, an insurance agent to buy insurance, an accountant for tax
preparation, and an attorney for estate planning. All can give you great
advice about their area of expertise, but it's a bit like deciding what
the puzzle is based on only one piece. Is it any wonder that the pieces
then don't fit together?
What makes us different?
We focus on your goals and work with all areas of your financial
life—tax preparation and planning, cash flow strategies, insurance,
estate planning, retirement planning, and more—to create a financial
plan that changes as your circumstances change. Instead of just telling
you what to do, we work together with you, providing you with
easy-to-understand recommendations and helping you implement them every
step of the way.
Southern California
1340 E. Route 66, Suite 206 Glendora, CA 91740 Phone: 626.914.1637 Fax:
626.608.2925
New Mexico 4801 Lang Avenue NE, Suite 110 Albuquerque, NM 87109
Phone: 505.205.7407 Fax: 505.212.0516
© 2009 Clarity Wealth Solutions. All rights reserved. - Whittle: California License # 0D33428
- Hedges: California License # 0G35657