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About
Clarity Investments + Planning LLC is a fee-only financial planning firm that offers hourly services as well as ongoing investment management. There is no minimum net worth required of clients, and services can be customized to a client’s needs, preferences and budget. Clarity Investments + Planning LLC is registered with the Securities and Exchange Commission. As a registered investment advisor, it is held to a fiduciary standard.
Mission
To bring objective, high-quality financial advice to a broad range of clientele, regardless of their existing wealth.
Goals
Empower clients with the information they need to make the best financial decisions for themselves and their families.
Offer investment clients the same well-diversified portfolios they would receive at a traditional high-net-worth wealth management firm.
History
The firm was founded in 2008 by Michael Goodman and Annette Clearwaters.
Over 12 years, Michael had successfully grown his own fee-only wealth management firm, Wealthstream Advisors, Inc., into a full-service practice specializing in the relatively complex needs of high-net worth individuals. While its inclusive fee structure and enhanced focus on issues like advanced estate planning served these clients well, they were ill-suited for the more practical needs of many potential clients.
Annette, while working on both investments and planning at Wealthstream, became increasingly interested in developing a practice that was flexible in its services, fees, and clientele. She found that many people had a strong desire for independent, sound advice, yet found the options available limited and unsatisfactory.
To allow the existing firm to retain its focus, Michael and Annette created Clarity Investments + Planning LLC. Oriented toward those with simpler finances and needs, it is able to offer clients more flexibility and control over when and how to get the exact services they want.
By sharing space and professional resources with Wealthstream Advisors, Inc., Clarity Investments + Planning LLC can offer its clients the advantages of a larger wealth-management firm without the high investment minimums most impose.
