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We help women design their financial future.

We do our best work with:

             Independent women and friendly couples. 
             Entrepreneurs seeking comprehensive investment and business planning.
             Women experiencing a life transition such as being widowed or divorced.
             Those who value a long-term relationship with an advisor.
             Nice people.

If you are looking for a partnership to help you gain financial clarity, we are here to help you. 

Our Core Values

We are committed to providing our clients with the clarity they need to make informed decisions and secure their future.

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Transparency

We understand that financial planning can be daunting. That’s why we strive to create a transparent, comfortable, and educational environment for our clients.

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Collaboration

We believe in the power of collaboration. We take the time to understand your current financial situation, goals, and preferences, and help you plan for the future.

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Personalization

We strive to provide personalized solutions tailored to each individual, helping you to work toward the financial security and stability you have always wanted.

ADV Part 2A

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©2025 by Clarity Financial Design. 

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Clarity Financial Design is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 407-494-0593 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CFD with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.clarityfinancialdesign.com.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

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