Our Mission is to lead clients into financial freedom by simplifying their lives around timeless, financial principles.

At Clarity Financial, we employ a financial planning process called the Gestalt Method. The Gestalt Method of financial planning is a comprehensive approach that emphasizes creating a holistic and efficient financial plan. This method uses the First Principle thought process to cut through polarizing beliefs in the financial services industry and provides guiding principles to craft a financial plan that is easy to understand and built on principles that will stand the test of time.

The Portfolio Waterfall is an innovative, principle-based investment strategy for increasing withdrawal rates while creating a replenishing lifetime income stream. The Portfolio Waterfall potentially helps satisfy retirement income with fewer assets, allowing more money to be available for the fun things in retirement. The Portfolio Waterfall is the cornerstone of the Gestalt Method.  

Focus on the Adventure.

Not Your Account Balance.

What We'll Achieve Together   

1. Identify the amount of assets needed for lifetime income. 

   2. Discover tax-saving opportunities.

   3. Deploy excess cash flow to create the "Gestalt Effect."

   4. Align your wishes with your Estate Plan. 

A Gestalt Method Retirement Plan Includes:

Industry Memberships