Clarified Wealth Management

It's an honor to be named as a Best-in-State Top Financial Security Professional by Forbes | SHOOK Research!

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I recently obtained the RICP (Retirement Income Certified Professional)® designation! This designation was earned by taking classes and passing three different exams and has allowed me to advance my expertise and knowledge for our clients. The RICP primarily focuses around these topics:
- Understanding when the best time to retire is and how to do so with clarity
- Maximizing the efficiency of assets in retirement for clients
- Creating the highest levels of income to live on by maximizing investments, income based assets, and when to start social security
- Minimizing the amount of taxes paid in retirement
- Planning for healthcare costs and understanding Medicare, Medicaid, and private insurance options
- Determining the most effective ways to invest your portfolio in retirement
- Providing a tax efficient legacy for heirs and/or planning for charitable giving while maximizing tax incentives

We hosted a great event on Saturday to create cards and flower bouquets for Mother's Day! Thanks to all those who came and thanks to all the amazing moms out there!

Team dinner, celebrating a wonderful 2023.

Happy Holidays from Clarified Wealth Management!

We're excited to announce we're rebranding and have officially launched as Clarified Wealth Management with Northwestern Mutual. For clients, nothing will change, don't worry! Our new name and brand will allow us to better serve our clients in line with our company goals into the future for generations to come.

Team Clare got into the holiday spirit and got together to buy and wrap some gifts for the Adopt-a-Family Holiday Gift Program!

Hope everyone is having a great start to the holiday season!!

Kicking off summer with an office BBQ!