financial clarity backed by a personalized plan
We’re an independent financial firm that passionately focuses on assisting our clients plan their financial lives.
services
Retirement Income Planning
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Social Security Planning
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Medicare
Planning
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Estate
Planning
about us
A little about us
Clarity Financial is an independent financial firm which frees us to be totally objective in helping our clients plan their financial lives. Our purpose is to help you find the most efficient path in achieving your financial goals. Our simple Two Economic Power approach is not your run of the mill financial guidance you may know or have heard in the past.
services
Retirement Income Planning
The rules for accumulating money are much different than the distribution phase in retirement. Knowing those rules can help maximize your retirement income.
Social Security Planning
When should you start your Social Security? The team at Clarity Financial will educate you on the most efficient way to maximize your benefits.
Medicare Planning
Our team will educate you on what Medicare does and doesn’t cover to assist in your planning for health care costs throughout retirement.
Estate Planning
Leaving your estate without a plan in place can be very costly and can create havoc for your heirs. We’ll help you create a plan for your legacy to continue for generations.
Informal Business Valuations
The sell or succession of your business can be a large component of your retirement plan. An informal valuation will help you plan for a smooth transition to retirement.
Policy Performance Evaluation
Performance evaluation on life and long-term care policies can help avoid a premature lapse due to low interest rates and increase costs.
buy sell review
It’s easy to forget about your Buy-Sell while building your business. We can ensure it reflects current values and appropriate considerations.
schedule a consultation
Ready to move towards financial freedom? Contact us today for a no-obligation consultation in helping you discover and make progress towards financial clarity.
our efficient process
3 Steps to Financial Clarity
meet josh
a passion driven focus
Josh is a native of Columbus Nebraska and has been serving his clients across the state since 2011. His passion for serving his clients is fueled by seeing them gain confidence in reaching their financial goals. Josh is a past president of the local chapter of the National Association of Insurance and Financial Advisors which is dedicated in protecting client’s ability to be financially self-reliant without government dependence. He has been a qualifier for the Million Dollar Round Table organization which represents an elite group of advisors around the world. Josh currently resides in Lincoln Nebraska with his wife Stephanie and their two children Noah and Adelynn. Away from the office Josh loves attending their children’s events and outdoor adventures with the family.
