Clarity Wealth Development – Who We Are
Clarity Wealth Development came into existence because Kay Dee knew there had to be a better way to help people invest and come up with a financial plan based on client goals. Kay Dee had been working from the broker side of the business, where selling product was first and advising came second. She came across the fee-only model, removing commissions from advice. When she was finalizing a name for the company her father was suffering from Alzheimer’s disease. Kay Dee chose the name Clarity Wealth Development. Clarity because having clarity is the key to making sound decisions. The last part of the name, Wealth Development, is because she not only want to help people manage money but also build and develop wealth. Wealth is having the style of living you want to have.
In January 2016 Todd Porterfield joined the firm. Todd also saw the value of holistic financial advice and is working in the Portland office. We felt we needed to expand our services, the demand is large for fee only advisors working under a fiduciary standard. Todd also helps clients in Bend, Southern Oregon and Corvallis as well.
Our mission is to help you navigate the financial planning process. You need basic knowledge and confidence. And you need an advisor willing to listen to you. We treat you with respect and dignity and supply you with timely information and education in helping you develop a solid strategy. Once we know your goals, then we help you implement a financial plan you can have confidence in. When you clearly know where you are going and how to get there, you are more likely to achieve your goals.
For answers to the most frequently asked questions by investors visit our FAQ page