Total Clarity Wealth Management, Inc.

Total Clarity Wealth Management was founded by finanical professionals just like you. As advisors ourselves, we have years of hands-on experience and in-depth, practical knowledge to help you meet your objectives and advance your business to the next stage. Transforming Complexity into Opportunity: At Total Clarity we believe strongly in the financial planning profession's ability to improve people's lives. Many of our clients come to us because of the complexities associated with investment strategies, tax laws, inter-generational planning and charitable giving. The process of helping clients gain a clear perspective regarding their current life situation as well as their future goals and dreams, is the genesis of the name "Total Clarity Wealth Management." Clients we serve include: business owners in need of a succession plan individuals or couples nearing retirement age the recently widowed those experiencing a divorce employees undergoing a job transition or considering a mid-life career change parents saving for college expenses No matter your lifestyle or needs we can help you develop and implement a customized plan. Wealth Management Investment Planning: o Mutual Funds o Variable Annuities o Retirement Plan Rollovers o Traditional IRAs o 403b Plans o Roth IRAs o Stocks o Bonds Financial Planning: o Risk Managament o Estate Planning o Retirement Planning o Tax Planning o College planning Financial Education o Seminars for clients & guests; or in the workplace o Newsletters, topical articles Small Business Planning o Exit Planning & Strategies o Succession Planning o Small Business Employee Retirement Plans: o Simple IRA o Simplified Employee Pension (SEP) o 401K

Address: 525 Tyler Road, Suite T, St. Charles, IL 60174, USA

Phone: +1 630 762 9352
FAX: