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What to Expect in Your First Six Months

We Listen to You

Learning about your vision for today and the future.

Focused Meetings

Meetings that emphasize addressing a single topic that is a priority for you.

Data Collection

Documenting your current accounts, insurances, and estate plan.

Asset Allocation Implementation

Aligining your assets with your life design.

Financial Status Evaluation

Determining where you are today and designing your future.

Statement Review

Discussing each element of your statement and answering any questions you have.

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407-494-0593

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©2025 by Clarity Financial Design. 

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Clarity Financial Design is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 407-494-0593 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CFD with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.clarityfinancialdesign.com.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

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