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The thought of retirement 

can be nerve-racking.

 
Clarity Financial helps you sort through all the scary things related to retirement.
We provide confidence, empowerment, and peace of mind for all the fina
ncial
decisions 
you need to make.
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Values

People matter more than
anything else


Clients' needs come first

Objective and research-based guidance

Fiduciary approach

Financial planning should
be fun

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Services

Comprehensive retirement income and financial planning


Investment management


Medicare planning


Social Security strategies


Estate planning

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You've worked hard to build your nest egg. We work hard to make sure you can enjoy your retirement and not spend the rest of your life worrying that you're going to run out of money.
AM I GOING TO RUN OUT OF MONEY?

If you can’t answer that question with confidence,

you need CLARITY.

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Jane Patterson

2025-10-31

I highly recommend Clarity Financial to anyone seeking financial guidance. From our first meeting, Eric and his team took the time to truly understand not only my immediate goals but my overall long-term goals, particularly planning for retirement and then tailored a plan specifically for me. They took the time to address my risk tolerance and diversified my investments to manage market volatility in a way that felt comfortable and aligned with my objectives. We meet on a regular basis and discuss and measure progress toward my objectives. My net worth has continued to change positively and I feel so much more secure about my financial future. They are incredibly knowledgeable and transparent, and most importantly always explaining complex investment strategies in a way I can easily understand. I also appreciate how proactive they are are in suggesting tax-efficient strategies and adjusting my portfolio to stay aligned with my risk tolerance and current market conditions. They were also so very helpful in helping me when the time came to choose a Medicare Supplemental/Advantage plan that works for me. It is like "One Stop Shopping" and everyone is on the same page! Thanks to Eric Gibson and his team for their transparency and proactive approach on all fronts. I feel comfortable talking with them about any topic and they do genuinely care about my well-being and that of my family. A true testiment of my confidence in this team is that I have referred multiple friends and family to Clarity Financial and they have all decided to have Eric and his team help them with their financial planning. I would only do that if I had 100% confidence in them.

Mary Chris Gallo

2025-10-06

Oh my gosh...where to begin. My husband and I have been consulting with and coordinating our retirement with the sage of Hyatt Harper for years! Do yourself a favor and get clarity and support as you navigate the labyrinth of details and confusion that are part of the Medicare insurance process. Call Hyatt now!

MG

2025-05-08

Working with Clarity Financial over the past year has been an incredibly positive experience. From the very beginning, Eric and his team have gone above and beyond in helping us navigate our financial planning. Their expertise, patience, and proactive approach have made what once felt overwhelming into something we now feel genuinely confident about. Eric has a remarkable ability to listen and understand our goals, then translate them into clear, actionable steps. He and his team have been there every step of the way, planning with us, educating us, and making sure we feel comfortable with each decision. It’s not just about the long term; we’ve already started to see tangible benefits from our conversations with them, which speaks volumes about the value they bring. Thanks to Clarity Financial, we feel far more secure and optimistic about our financial future. We’re so grateful to have found a team that not only knows what they’re doing, but truly cares. I highly recommend Clarity Financial to secure your future.

Stephanie Wojcik

2025-03-01

Let’s face it: the world of investments and asset management can be confusing. We’re incredibly lucky to have the Clarity team on our side. They’ve helped us navigate our portfolio to grow and do everything we can to secure a strong financial future for our family. They’ve given us sage advice, built strong forward looking strategies and most importantly, provided clear explanation every step of the way. It’s such a pleasure to work with Eric, Clare, Kyle and Jonelle. They’re organized, incredibly smart and hilarious to hang out with. With the Clarity team in our corner, we’ve got confidence and reassurance that we’re on the right track to make our money work as powerfully as possible.

Joan Griffith

2024-12-12

We could not be more impressed with Eric Gibson and Kyle Swan, along with all of Clarity Financial personnel. Through the years they have provided us sound financial advice in good market times and in bad market times. They are forward looking and thoroughly researched in the instruments and theories of financial planning. Every client is treated as an individual, with plans created specifically for each person. We trust them completely.

Lisa Ash

2024-10-18

Hyatt Harper has been so wonderful to work with. This Medicare and insurance stuff was a bit overwhelming and so many options to wade through. He helped break it down and explained things very clearly and patiently to us old folks. LOL He's extremely knowledgeable, patient, and makes it not so boring either. Thank you Hyatt!

Debbie Roth

2024-10-17

Hyatt Harper and Clarity Financial helped me navigate the many options associated with the various Medicare and Medicare Advantage programs. Hyatt's knowledge and expertise made all the difference in my decision-making process and ease of enrollment. Open enrollment is upon us along with significant changes to the Medicare programs. Once again, Hyatt's ability to clarify the new changes made open enrollment a breeze. I recommend Hyatt and Clarity Financial to be your Medicare partner! Debbie R

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