PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hardworking Americans who have been underserved by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets rather than above it,
Wealth management services are typically only offered to high net worth individuals or HNWIs. Recent reports indicate that only 4 million Americans qualify as HNWIs, less than 2 percent of the nation's population.
The Clarity team found over the years that not everyone needs planning strategies that are complicated for the sake of complication. Some households need and want efficient guidance to get organized and get on the right track. Clarity offers workplace financial wellness programs and video meetings to keep the clients and planners from spending too much time traveling between appointments. "Whatever we can do to help people believe their goals are attainable and spend more time focusing on their family, work, and lifestyle rather than the uncertainty of their future," financial planner
PSG Clarity is available at http://www.psgclarity.com, Info(at)psgclarity(dot)com, or 301-543-6035.
With 13 years in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of "Total Compensation: A Practical Guide to Federal Employee Benefits", has contributed articles to MarylandBankingBlog.com, and Fedsmith.com. He has been quoted or appeared on financial planning news articles at Dailyfinance.com, thestreet.com and Foxbusiness.com,
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