clarity financial

Emily Carter

Emily, 34, is a software engineer in a leading tech company. She is looking to balance her busy tech career with effective financial planning, especially focusing on investing and saving for early retirement. She seeks guidance on maximizing her investments and setting up a robust retirement plan that aligns with her goal of retiring by age 50.

How We Can Help

Early Retirement Planning

Understanding the ambition of professionals like Emily who aim to retire early, we provide comprehensive retirement planning services. Our approach includes a deep analysis of current assets, projected earnings, and lifestyle goals to create a robust investment strategy. This strategy focuses on maximizing returns while mitigating risks through diversified portfolios and tax-efficient investments, aiming to build sufficient retirement savings much earlier than traditional retirement age.

Tech Industry Investment Advice

Specializing in the unique financial needs of tech professionals, we offer targeted investment advice that is aligned with Emily’s career in software engineering. We take into account the volatile nature of tech stocks, the impact of market trends on stock options and RSUs, and the broader economic factors affecting the tech industry. Our goal is to optimize Emily's investment portfolio to capitalize on growth opportunities and provide stability in the fast-evolving tech sector.

Personalized Wealth Management

Our wealth management services are specifically designed for tech professionals like Emily, focusing on personal and professional financial goals. We provide a personalized strategy that includes asset allocation, risk assessment, and continuous portfolio management. Our services also encompass estate planning and tax strategies to ensure that Emily’s financial achievements are protected and her wealth continues to grow according to her life stages and career milestones.

Learn About Your Options

Schedule a FREE Consultation With Tony!

We are hyper-focused on

Client Satisfaction

Step 1: Schedule a Meeting

During our FREE initial conversation we’ll discuss your goals and challenges to create your unique plan.

Step 2: Review Your Plan

Our team will develop your customized retirement strategy you can successfully implement.

Step 3: Get Results

We’ll help you successfully implement your plan so that you can get back to what’s most important in life.

Our advisors can charge up to 1.50% depending on your situation and assets.

No minimums. We want to see everyone win when it comes to investing in their future which is why we have chosen to partner with you without mandating an account minimum. Our hope is that we can come alongside you to help guide you to your financial dream.

Hiring an advisor could help to increase an investor’s portfolio returns by around 3% net in an average year. In addition, advisors are needed because they keep you on track with your investing plan while looking out for things that can knock you off course. They help you take care of the wealth you have worked hard to save, so that you can get back to the things that you care about. 

Hypothetical Client Profiles

See What We Can Do For You

Emily Carter

Emily, 34, is a software engineer in a leading tech company. She is looking to balance her busy tech career with effective financial planning, especially focusing on investing and saving for early retirement. She seeks guidance on maximizing her investments and setting up a robust retirement plan that aligns with her goal of retiring by age 50.

What we can do for Emily

Michael Thompson

Michael, 47, owns a successful chain of organic cafes in Florida. As a business owner, his financial needs include business financial planning, personal wealth management, and estate planning. He's interested in securing his business’s future while ensuring his family is taken care of through comprehensive estate planning.

What we can do for Michael

Linda and Joseph Kim

Linda and Joseph are a married couple in their late 30s with two young children. They are interested in college planning for their kids and term life insurance to protect their family. Joseph, as a doctor, has specific needs regarding asset protection and tax strategies, which adds another layer to their comprehensive financial plan.

What we can do for the Kims

ready to reach new heights? Let's get there, together.

To get started schedule a free consultation with one of our advisors below.