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MFO

Choosing the Right Life Insurance Policy

Submitted by Clarity Capital Partners on February 3rd, 2021

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How to compare plans based on your specific needs

Tags:
  • Asset Allocation
  • Brittany Slater-Gautreau
  • Estate Planning
  • Family Legacy
  • Kyle Chapman
  • Legacy Planning
  • Life Insurance
  • MFO
  • Olivio Gomez
  • Terry Thomason
  • Todd Rustman
  • Read more

How to Make Your 2020 Resolutions Stick

Submitted by Clarity Capital Partners on January 20th, 2020

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Tags:
  • 2020
  • Brittany Slater-Gautreau
  • goals
  • Hussein Elgohary
  • Kyle Chapman
  • MFO
  • resolutions
  • Todd Rustman
  • Read more

College Savings Plans: Breaking Down the Complexities

Submitted by Clarity Capital Partners on November 13th, 2019

Tags:
  • Brittany Slater-Gautreau
  • College Planning
  • Hussein Elgohary
  • Kyle Chapman
  • MFO
  • Todd Rustman
  • Read more

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
  • Read more

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

AOTM June 2019.png

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
  • Read more

3 Reasons Why Robots Won’t Replace Financial Advisors

Submitted by Clarity Capital Partners on May 13th, 2019

3 Reasons Why Robots Wont Replace Financial Advisors.png

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
  • Read more

Todd Rustman gains 7th 5 Star Wealth Management Award!

Submitted by Clarity Capital Partners on July 22nd, 2016

Congratulations to our leader and Managing Partner, Todd Rustman, for being awarded his 7th 5 Star Professional - Wealth Manager award! We are so proud of his hard work and accomplishments! Way to go, Todd!

Tags:
  • MFO

What is Asset Allocation?

Submitted by Clarity Capital Partners on August 7th, 2015

Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer growth potential. Others may provide regular income or relative safety, or simply serve as a temporary place to park your money. And some investments may even serve to fill more than one role.

Tags:
  • Legacy Building
  • MFO
  • Read more

Todd Rustman featured in Riviera Magazine!

Submitted by Clarity Capital Partners on July 11th, 2015

Our Managing Partner, Todd Rustman, was recently featured in Riviera Magazine for his time at the "Sunday in the Vineyard" event, held at the Marconi Automotive Museum. This great event benefitted at risk children in the OC area.

Tags:
  • MFO
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Contact Us

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

Phone: (800) 805-7526

Email: info@claritycapitalllc.com

5000 Birch Street, East Tower, Suite 100, Newport Beach, CA 92660

1750 112th Ave. NE, Suite D-154, Bellevue, WA 98004

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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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