CLARITY AHEAD
Helping clients find clarity by harmonizing their life goals with their assets.
Flagship Asset Services
Our practice at its core is based on a very simple idea. We like people and we believe that when those people are our clients we can better serve them by forming a deep lasting relationship with them and in the process, make our work exponentially more fulfilling. At the end of the day, our clients choose us because they are interested in a planning process that is designed to place them, their needs, their wants, and their wishes as the only measure of success.
Work With an Advisor Today
Give us a call today to learn more.
443.991.7503
Retirement
Insurance
Investments
Goals Based Financial Planning
FOLLOW US ON SOCIAL
Presidents' Day reminds us of the leaders who’ve shaped our nation with vision and purpose.
It’s a good moment to appreciate the values of trust, responsibility, and stewardship—principles that resonate deeply in our work as financial professionals.
Just as great leaders built a foundation for future generations, we’re here to help our clients build and protect their own legacies.
Here’s to leadership that endures and the commitment to leave things better than we found them.
#PresidentsDay #Leadership #PersonalFinance
February is a time when emotions take center stage—whether it's about love, connection, or reflection. It's also a reminder that emotions play a huge role in how we manage our money.
Many people spend weeks doing research before buying a car or major appliance but make hasty, reactive financial decisions during market turbulence. Why? Because money isn’t just about numbers—it’s about psychology.
The Takeaway:
Building wealth isn’t about chasing every last return—it’s about staying the course, even when the road ahead is uncertain or slippery. A well-crafted strategy acts as your map, helping you navigate icy patches while keeping you aligned with your long-term goals.
#WealthBuilding #MoneyPsychology #FinancialSuccess #InvestorMindset
0 CommentsComment on Facebook
💟 On Valentine’s Day, we celebrate the partnerships that enrich our lives.
For us, it’s also a moment to be grateful for the trust our clients place in us and the relationships we’ve built that go far beyond the numbers.
The same principles that make personal relationships strong—trust, shared goals, and mutual understanding—are the foundations of how we work with our clients.
It’s an honor to be part of your journey and to help shape futures that reflect your goals and values.
Wishing everyone a day filled with meaningful connections and a reminder of the importance of partnership in all areas of life. 🤝
#ValentinesDay #SpreadLove #CelebrateLove
0 CommentsComment on Facebook
🚨 Here’s a scary fact: Between 2015 and 2021, the IRS identified and stopped 29 million suspicious tax returns and prevented $22 billion in fraudulent refunds.
Furthermore, in April 2024, a massive data breach at National Public Data exposed 2.9 billion records, including 272 million Social Security numbers, names, addresses, and other sensitive details.
Know the warning signs:
▪️ Calls/emails claiming to be the IRS
▪️ Demands for gift card payments
▪️ Threats of arrest or legal action
▪️ Requests for immediate personal information
👉👉 Remember: The IRS first contacts you by mail, not by phone or email.
Act quickly if you suspect tax return fraud:
▪️ Contact the IRS Identity Theft Hotline: 1-800-908-4490
▪️ File Form 14039 (Identity Theft Affidavit)
▪️ Place a fraud alert with credit bureaus
For more information on safeguarding your tax identity, consider visiting the IRS Tax Scams page at www.irs.gov/help/tax-scams/recognize-tax-scams-and-fraud, or explore resources like the FTC’s Consumer Protection updates.
This article is for informational purposes only. In addition to the action items above, we would encourage you to consult your tax, legal, and accounting professionals if you believe you are a target.
#TaxSeason #FraudPrevention #FinancialSecurity #IdentityProtection
0 CommentsComment on Facebook
0 CommentsComment on Facebook