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Our Suite of Services
We provide multiple services depending on our client needs. This list is not all-inclusive but provides you with a general overview of some of the services we provide. If you are looking for services not listed below, please contact us to inquire.
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Retirement planning
It’s never too early to start talking about retirement! Our goal is to educate you on the newer financial products on the market and determine which will meet your specific needs. We also work with clients who have put off retirement and are looking for ways to create a retirement strategy so they can plan and save for their future.
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Small Business Planning
Up and coming or entrepreneurs who need help in starting and protecting their business for growth. Clarifying Solutions provides guidance in helping plan for financial success and future financial decisions that will affect the firm.
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Business Succession/Estate planning
Business owners needing assistance in properly planning and executing their exit strategy for their business. Clarifying Solutions provides assistance in providing options and ways to transfer or sell their business to other individuals before retirement, disability, divorce, or death. (Any legal fees incurred for the drafting of documents are separate from the fee charged by Clarifying Solutions).
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Tax Planning
Clients needing assistance in learning how each financial decision can affect their personal taxes. Clarifying Solutions provides assistance in analyzing their finances to determine how it will affect their personal tax situation and offer strategies to minimize taxes for their personal and/or business taxes. (Clients should always speak with their personal accountant or tax preparer, who is aware of their specific tax situation).
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Full comprehensive planning
Clients who seek a more thorough plan, which may include some or all of the following areas, depending upon the client’s objectives: budget analysis, risk management, investments, college funding, retirement savings, tax planning, social security analysis, and estate planning.
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Ongoing full comprehensive planning
This service is for clients who want a financial coach or mentor to guide them in all of their financial decisions. The ongoing planning option has several tiers and may include some or all of the services mentioned above. This is for the busy client who doesn’t have the time or energy to research and determine the best financial outcome for their specific situation.
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