Clarity Tax Management is a well-established financial services firm based in Friday Harbor, WA, with over 17 years of experience and a team of highly experienced professionals with over 150 years of combined expertise. They specialize in investment planning, retirement planning, estate planning, and federal benefits expertise, offering custom-blended portfolios, comprehensive estate plans, and retirement income planning to help secure their clients' financial futures.
With a focus on tax-saving opportunities and a commitment to providing competitive yield and dividend income, Clarity Tax Management aims to increase the longevity of their clients' retirement accounts. They also offer specialized support to FERS Federal Employee Retirement System and CSRS Civil Service Retirement System employees at any stage of their careers. With $300 million in assets under management, Clarity Tax Management is dedicated to helping individuals secure their finances and achieve their long-term financial goals.
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