As an advisor, I will find investments that fit your risk tolerance and goals, give you regular updates on your account(s), and will help decide when it is time to make changes to your portfolio. If you transfer an existing account, my goal is to find investments that serve you more effectively than your current portfolio. Depending on the platform and investments, having an advisor can be less expensive than investing on your own. Lastly, I will take care of your administrative needs (beneficiary changes, address changes, etc).

No, there is no minimum investment requirement.

Talk to me! There is no need to feel behind. Everyone has a different journey, makes a different wage, and has a different amount saved. My job is to meet you where you are and help you plan for your financial future wisely.

Talk to me! My job is to clearly define terminology and simplify your approach to investing, making it an enjoyable and valuable experience.

If applicable - IRA, Roth IRA, Individual or Joint Accounts (brokerage), 401(k), 403(b), SEP IRA, SIMPLE IRA, Donor Advised Fund, Business Account

You are only charged based off of the money you have invested. A small fee is deducted directly from your account either monthly or quarterly. I do not charge for separate advice, meetings, phone calls, etc. You are never invoiced!

Clarity Wealth Management’s information can be found here, and Tyler Howe’s information can be found here.