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.
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443.991.7503
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Goals Based Financial Planning
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Ever wonder who’s really managing America’s wealth? The answer might surprise you. 💪
49% of women now serve as their households’ financial decision-makers, up from 41% in 2021!
To put that in perspective: Before 1974, women often couldn’t even open a bank account without a male co-signer.
Today, they’re projected to control $34 trillion in U.S. investable assets by 2030.
What makes women exceptional financial leaders? Research shows they:
▪️Tend to take a more patient approach to investment decisions
▪️Maintain strategies during market volatility
▪️Champion sustainable and socially responsible investments
▪️Know when to seek guidance
Women’s History Month is a powerful reminder of women's progress in pursuing financial independence and leadership.
As more women take control of their financial futures, opportunities to help build lasting wealth, create financial strategies, and shape meaningful legacies have never been greater.
#WomensHistoryMonth #WomenInFinance #FinancialEmpowerment
⏰ Final Reminder: Medicare General Enrollment Ends March 31!
The general enrollment period (GEP) is the chance of enrolling in Medicare if you missed doing so when you first became eligible (the initial enrollment period [IEP]).
🧐 What’s the difference between the IEP and the GEP?
🔹 Initial Enrollment Period (IEP):
▪️Who: New Medicare-eligible individuals (turning 65 or newly disabled)
▪️When: A seven-month window—three months before, the month of, and three months after your 65th birthday
▪️What: Enroll in Part A (hospital coverage) and/or Part B (outpatient care and other medical services), with the option to add Part C (Medicare Advantage) or Part D (Prescription Drugs)
🔹 General Enrollment Period (GEP):
▪️Who: Anyone who missed their IEP and doesn’t qualify for a special enrollment period
▪️When: January 1–March 31 each year
▪️What: Enroll in Part A and/or Part B only. You must wait for the next enrollment window to add Part C/Part D.
✅ Take Action Before March 31st:
1. Review Your Coverage Needs: Decide if you need Part A, Part B, or both
2. Enroll Today: Visit ssa.gov or call your local Social Security office
3. Plan Ahead: Mark your calendar for the next chance to add Part C or Part D
We have some resources at our offices if you have questions about navigating Medicare.
#Medicare #HealthcareCoverage #Retirement
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⏰ ⏰ Spring Forward This Sunday! 🌞
Daylight saving time starts Sunday, March 9—don’t forget to set your clocks forward one hour.
Here’s to longer, brighter days ahead!
#DaylightSavingTime #SpringForward #MoreSunshine
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🌟 Happy Employee Appreciation Day! 🌟
Today, we celebrate the incredible team that drives our success. As financial professionals, we know that serving our clients and running a strong business is only possible because of our team's hard work, dedication, and talent.
To our employees—and to the hardworking teams everywhere—your commitment, passion, and drive make all the difference.
Thank you for everything you do!
#EmployeeAppreciationDay #gratitude #teamwork #financialprofessionals
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