Clarity Investments + Planning LLC
Fee-Only firm offering ongoing investment management as well as hourly and fixed-fee financial planning services. Model portfolios are well-diversified and selected according to client risk tolerance, time horizon and goals. Clarity's investment strategy primarily uses Dimensional Fund Advisors (DFA) and other mutual funds, with emphasis on asset allocation and low expenses rather than market timing or active management. A full menu of financial planning services is offered separately to allow for optimal customization to client needs and budget.
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