We Have A Singular Goal:
Empowering Your Journey to Financial Clarity in all Stages of Your Life.
Life is Full of Uncertainty.
But Your Financial Future Should NEVER Be In Doubt.
We aim to craft financial plans that are tailored to your unique situation. Through education and coaching, we eliminate confusion, fear, and worry by bringing clarity to financial concepts and solutions. While other approaches can create unnecessary complexity, we give our clients understanding not just about their financial situation, but about the beliefs and emotions that can sabotage their success.
Order a FREE Copy of Our Books:
Explore Some of Our Other Resources
Retirement Rescue: Seven Lessons to Save Your Retirement
This insightful book offers seven lessons to help you rescue your retirement from the forces that await it.
Defuse: 7 Steps to Protecting Your 401K from the Ticking Tax Time Bomb
In this book, two financial experts discuss the strategies to protect your retirement accounts from future taxation.
Office:
100 E-Business Way
Ste. 160
Cincinnati, OH 45241
Call
513-563-7526
Email:
dan@moneyandclaritycom
wescuprill@moneyandclarity.com
Copyright 2023 . All rights reserved.
Money & Clarity is a registered investment adviser with its principal place of business in the State of Ohio. Money & Clarity and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Money and Clarity may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about Money & Clarity is also available on the SEC's website atwww.AdviserInfo.sec.gov.
Information contained herein does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.
The firm is not engaged in the practice of law or accounting. Firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about Firm including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.