Clarity Asset Management

Our Story

At Clarity Asset Management, our goal is to provide a clear direction for our clients' financial lives. We believe that financial planning should be a collaborative process, where our team of professionals works closely with each client to understand their unique goals and challenges. With over 30 years of experience in the financial services industry, our team has helped numerous individuals and families navigate the complexities of financial planning.

Our Team

At Clarity Asset Management, we pride ourselves on being a fee-only, fiduciary team. This means that our compensation is based solely on our clients' success, rather than on the sale of specific financial products. Our team is comprised of experienced professionals who have undergone rigorous training and certification programs. Our President and CEO, Don Erickson, is a Chartered Life Underwriter and Chartered Financial Consultant with over 30 years of experience in the financial services industry. Our Lead Financial Planner, Kacy Bass, is a NAPFA-Registered Financial Advisor and a Certified Financial Planner Professional. Our Chief Investment Officer, Steve Larson, has over 25 years of experience in asset management and has worked with our team since 2000.

Our Services

At Clarity Asset Management, we offer a comprehensive range of financial planning and asset management services. Our team takes the time to understand each client's unique goals and challenges, and develops customized financial plans and investment strategies to help them achieve their objectives. Our services include:

• Customized Financial Planning: We work closely with each client to develop a comprehensive financial plan that reflects their unique goals, risk tolerance, and resource base.
• Asset Management: Our team of experienced investment professionals manages client assets in accordance with their financial plans, using a personalized investment approach that takes into account their individual risk tolerance and investment objectives.
• Retirement Planning: We help clients plan for a secure retirement, using a combination of income-generating strategies and prudent investment management.
• Estate Planning: Our team helps clients plan for the distribution of their wealth, using a variety of estate planning strategies to minimize taxes and maximize the transfer of their assets to future generations.

Why Choose Clarity Asset Management

At Clarity Asset Management, we pride ourselves on our ability to provide clients with a clear direction for their financial lives. Our team of experienced professionals works closely with each client to develop customized financial plans and investment strategies that take into account their unique goals and challenges. Our fee-only, fiduciary approach ensures that our compensation is based solely on our clients' success, rather than on the sale of specific financial products. Whether you are seeking to achieve a secure retirement, plan for a peaceful exit from the workforce, or simply want to ensure that your financial affairs are in order, we are here to help you achieve your financial goals.