Financial Clarity by Design

Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC.

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We recently had the pleasure of adding Melanie as a permanent member of our team. Melanie just passed her third and final investment licensing exam making her officially a licensed financial advisor. We cannot wait to see what she accomplishes with her knew found knowledge!

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Surprises crop up every day, and they’re a great reason to work with us. https://t.co/6ieU6A79eF

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How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password. https://t.co/gP7k4L7YeC

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Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator https://t.co/2Yyv89tKqx

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$100 not spent is more like $143. Intrigued? #taxes #saving https://t.co/VRZGEBQ4cp

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What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you. https://t.co/jx2JOs7GFT

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Three tips for giving smart from the heart. https://t.co/U2lcywfqNZ

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Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide. https://t.co/RyROVO1hJg

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If you don’t have an #estatestrategy, here’s some reasons why you should. https://t.co/b60l52gxUZ

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Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt https://t.co/bZEqj6bCT1

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An ILIT could play a role in your estate strategy. https://t.co/Jcf88H7LvM

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We can't wait to see how you choose to defy your age. Send us a picture of yourself in action!

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There are benefits and limitations when using a living trust. #LivingTrust https://t.co/yU4Z5zICru

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Valuation is important for business succession, estate taxes and even qualifying for a loan. https://t.co/ihXkUKK4Uy

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When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving https://t.co/Q82QN20L4i

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The choice of business structure is not a final decision. You may amend your business structure to your changing needs. https://t.co/zS3tgv2cqk

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Divorce is a painful process. Avoid financial mistakes that may have life-long consequences. https://t.co/4slnJAAkWJ

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Concerned about identity theft? Some things to leave at home. #IdentityTheft https://t.co/oVLRsKHov9

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U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies https://t.co/2R3LOyblfQ

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Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options. https://t.co/ubCCsizevJ