How's your balance?
We work with people just like you. People who are smart and hard-working, but starved for time. People who value long-term relationships and professional guidance when managing their personal and family finances.
Oftentimes, people just like you get so busy with life... their money and their values get "out of whack" ... See More
Kacy Bass, CFP
Clarity Asset Management, Inc. ("Clarity") is a registered investment advisor wtih the SEC, and operates as a fee-only financial planning and investment management team. Clarity was founded in 1998 and merged with Resource Planning Gro ... See More
Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients' best interests at the forefront of ... See More
Carrie Houchins-Witt, CFP, EA
Illuminating your family's path to a brighter financial future.
Carrie Houchins-Witt Tax & Financial Services LLC is an independent, fee-only planning firm that specializes in comprehensive financial planning for both t ... See More
David Strege, CFA, CFP
Our firm specializes in assisting successful families connect their Wealth with their Life. Our Values Based Planning process begins with assisting you in discovering what is important to you and your family, then integrating t ... See More
Fee-Only advisors who serve "the millionaires next door," physicians, small business owners, young professionals, those nearing retirement, those charitably inclined, widows/widowers, divorcees, and other seeking personalized service. We oSee More...
Provide fee-only financial planning for executives and small business owners. A values based approach is used to first determine what is important to our clients. Then an integrated financial plan is developed. We have 10 professional financial plSee More...
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