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CLARITY FINANCIAL
"Smart Planning~Intelligent Investing"
A Fee-Only Comprehensive
Financial Advisory Firm
Let us bring clarity to your retirement and your financial future.
What We Do
Financial Planning
When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. [More]
Investment Advice
Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. [More]
Taxes
The IRA estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 Billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. [More]
Who We Serve
Millionaire Next Door
Most of our clients fit into the description of the "Millionaire Next Door." While they may not have a million dollars, these are folks that work hard, are diligent savers, and live below their means. You would never know the wealth they have accumulated living next door to them.
Who We Are
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In 2011, Tim Sullivan had a vision to bring
flat-fee comprehensive financial advising to Columbia, MO. He wanted to bring financial advice to help families achieve their financial goals without any conflicts of interest.
Professional Affiliations
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