Sound Decisions for Financial Independence

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Clarity is the key to making sound decisions. Clarity Wealth Development, founded by Certified Financial Planner™ and Corvallis native Kay Dee Cole, focuses on planning that works for you, your family and your business. Todd Porterfield runs the Portland, Oregon office and works with Kay Dee to help people plan for retirement, savings, estate planning, saving for college and other financial decisions you face with confidence. Clarity is a fee-only advisory firm, so you pay a flat rate or hourly fee for services – you don’t worry about our advice being influenced by transactions-based fees. We have a fiduciary duty to do what’s in your best interest. See our full list of services for more information about our service offerings.

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Clarity Wealth Development, LLC is a Registered Investment Advisor firm in the State of Oregon and the State of Texas Prior to any advisory work conducted outside of Oregon, Clarity Wealth Development, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Latest News

Making Sense of Tax Document Mailings

Most of the tax forms you will receive over the next few months fall within the 1099 series of forms. Many of them are used to report payments or transaction and need to be filed with your tax return.

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Announcing Todd Porterfield

Todd joins Clarity with a wealth of experience within the Industry and will help further develop Clarity’s growing portfolio.

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