Clarity Financial – Houston

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    Clarity Financial - Houston

    Clarity Financial - Houston Connie Mack CRPS® AAMS® Clarity Financial Managing Member/COO 2100 West Loop South Suite 700 Houston, TX 77027 Phone- 2..

    September 25, 2012 1:16 pm,3692 Views


    Clarity Financial - Houston Connie Mack CRPS® AAMS® Clarity Financial Managing Member/COO 2100 West Loop South Suite 700 Houston, TX 77027 Phone- 281-501-1791 Fax-281-501-1806 E-mail:conniemack@myclarityfinancial.com Web address: www.myclarityfinancial.com Our Services Based on the latest empirical research and over fifty years of financial experience of our team, we are here to help you apply personal rules and principles including: Personalized investment planning for you and your family members. All facets of financial planning including education, estate and retirement utilizing dynamic web-based easy-to-use technology. An ongoing assessment of your emotional risk attitude. Are emotions a major enemy to your financial success? We will help you assess, identify & understand your biases. Discretionary & Non-discretionary approaches to money management driven by rigorous research methods, ongoing monitoring and the latest in academic study. Sophisticated risk management techniques around concentrated stock positions including options strategies. Employee stock option liquidation strategies designed to manage risk. A team of key outside referral sources for specialized estate and tax planning. Expert insurance strategies designed to help you manage liabilities and the risk of outliving your retirement assets. A team philosophy that places you in the center or the heart of our firm through a ten-point process called the VisionPrism™. A personalized roadmap and progress report for your finances with a focus on risk management & a concept we call Financial Life Benchmarking™.

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