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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

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.

Couple in Raincoats

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!

Mohit Goyal

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.

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