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
Services
Adding
Balance To Your Financial
Future
We work with people from all walks of life, providing independent advice for everyday life. Clients have the flexibility to engage through meetings in our offices, through phone conferencing and even through video conferencing and web meetings.
Your financial objectives may include:
-
Ensure retirement income
-
Reduce the burden of taxes
-
Plan for specific financial goals
-
Minimize the effects of inflation
-
Create and preserve personal wealth
-
Maximize wealth transfer
-
Establish charitable legacies
-
Foster peace of mind through proper planning today
To help you reach these
important goals,
our services include:
- Retirement planning
- Estate planning
- Tax planning
- College funding advice
- Strategic cash flow modeling
- Long-term care planning
- Insurance needs analysis
- Retirement distribution advice
- Second opinion on investments or current financial plan
- Financial seminars and workshops for religious and civic groups
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