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  2. Founding Partner, Todd Rustman, talks on the Clarity difference.

Founding Partner, Todd Rustman, talks on the Clarity difference.

5 Financial Wellness Tips for the Sandwich Generation

Submitted by Clarity Capital Partners on September 5th, 2019

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5 Financial Wellness Tips for the Sandwich Generation

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8 Simple Tips for Organizing Your Finances

Submitted by Clarity Capital Partners on August 13th, 2019

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Tags:
  • Asset Allocation
  • Bellevue
  • Budgets
  • Financial Management
  • Hussein Elgohary
  • Newport Beach
  • Todd Rustman
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Changing Jobs? Don’t Forget Your Retirement Account

Submitted by Clarity Capital Partners on July 10th, 2019

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Tags:
  • Brittany Slater-Gautreau
  • Hussein Elgohary
  • MFO
  • Todd Rustman
  • Transition
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Changing Jobs? Don’t Forget Your Retirement Account

Submitted by Clarity Capital Partners on July 10th, 2019

AOTM Pic July 2019.png

Tags:
  • Brittany Slater-Gautreau
  • Hussein Elgohary
  • MFO
  • Todd Rustman
  • Transition
  • Read more

5 Tips for Managing a Sudden Financial Windfall

Submitted by Clarity Capital Partners on June 12th, 2019

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As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, $60 trillion dollars is expected to change hands by 2026.

Tags:
  • Advanced Planning
  • Brittany Slater-Gautreau
  • Hussein Elgohary
  • MFO
  • Todd Rustman
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Exposing the Top 7 Social Security Myths

Submitted by Clarity Capital Partners on May 21st, 2019

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Tags:
  • Advanced Planning
  • Brittany Slater-Gautreau
  • Hussein Elgohary
  • Kirk Summers
  • Todd Rustman
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3 Reasons Why Robots Won’t Replace Financial Advisors

Submitted by Clarity Capital Partners on May 13th, 2019

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Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?

Tags:
  • Advanced Planning
  • Asset Allocation
  • Bellevue
  • Brittany Slater-Gautreau
  • Hussein Elgohary
  • MFO
  • Money
  • Newport Beach
  • Relationship Management
  • Todd Rustman
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Financial Management Tips

Submitted by Clarity Capital Partners on January 7th, 2019

 

Happy New Year! As a new year begins, you may be thinking on how you can better manage your finances or how to teach your children to do so. Below we have several suggestions on getting your Financial New Year off on the right foot. 

Tags:
  • 2019
  • Goal Planning
  • Millennials
  • New Year
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Founding Partner, Todd Rustman, talks on the Clarity difference.

Submitted by Clarity Capital Partners on May 31st, 2018

Trust CFO - helping CA Business Owners Protect their Estate

Submitted by Clarity Capital Partners on March 6th, 2018

How will Estate and Asset Protection Planning help guard your hard earned resources? In the State of California, pre-planning protections for your assets is what ensures an Estate that continues a family legacy far beyond your life. California has long been deemed a "judicial hellhole" 

 

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Questions? We are here to help. We would love the opportunity to become your Trusted Advisor.

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Investment advisory services offered through Clarity Capital Partners LLC, a registered investment advisor. Securities offered through American Trust Investment Services Inc., member of FINRA/SIPC.  Clarity Capital Partners LLC are not affiliated with American Trust Investment Services, Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the registration status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

For more information on Clarity Capital Partners LLC, its registered representatives or investment adviser representatives, you may search at the SEC Adviser Search page at http://www.adviserinfo.sec.gov.  You may also obtain the firm's current disclosure documents (ADV) from the SEC Adviser Search page.

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