Our Services
At Clarus Wealth Management we focus on our clients, not products. We created and employ WEALTHMAP™. This comprehensive assessment of a client's situation helps deliver a clear understanding of their entire financial situation. It is not a financial plan; it is a snapshot of their situation designed to provide clarity. Unlike typical financial planning software, it is not designed to sell products.
After WEALTHMAP™ is completed, we can then review the appropriate solution to each client's unique situation utilizing the following products.
- Annuities (both fixed and variable)
- Brokerage Accounts
- Bonds (municipal and corporate)
- Mutual Funds
- Unit Investment Trusts (UITs)
- Real Estate Trusts (REITs)
- Managed Accounts
- 401(k), SEP IRA, SIMPLE IRA, ROTH IRA, Keough, Profit Sharing, etc.
- Oil & Gas
- Tax Credits
The products are only used after a determination of the client's needs and goals. Every plan is implemented only after a thorough review of their tax situation. Unlike most stockbrokers and insurance agents, we work closely with our client's CPA or tax preparer to make sure the client is in the very best tax position.
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