Welcome to Clarus Wealth Management!   

clarus : (Latin) clear, bright

 

 

We are an independent investment planning firm offering advisory services to our clients.  We do not represent any particular company or product.  This independence allows us to seek out the best "fit" for each and every client's unique situation. 

I am Dave Laidlaw, JD, the president and founder of Clarus Wealth Management.  As a financial professional and estate planning attorney, I am eminently qualified to assist you with your retirement income planning, estate planning, portfolio management, and tax reduction strategies. I invite you to join me for a complimentary consultation. After we discuss your current and long-term needs, I will offer appropriate solutions and strategies to help you reach your goals.

 

                   

 

Troy Chamber

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

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