Your Clear Path Forward
Our team is passionate about helping our clients navigate complex financial decisions with confidence. At Thrivent, we believe that money is a tool, not a goal and we strive to help our clients achieve financial clarity and make wise decisions with money.
Having a strong relationship with your team of financial professionals is a key component to a successful financial journey. When you work with the Clarity Financial Planning Group, you will have an entire team focused on what is important to you. We want to help you make financial decisions that lead to less stress and a more meaningful and joyful life.
Our team focuses on creating custom solutions to help our clients with the following:
- Retirement income strategies
- Financial needs analysis
- Retirement savings analysis
- Estate protection strategies
- Income tax savings techniques
- College funding
We're in this journey with you, dedicated to making sure you and your future generations feel financially secure.
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Take the first step towards a confident financial future.
Based in Idaho with strong roots in California and across the US, our team is committed to providing financial advice whether in person or virtually!
Our main office is in Boise, ID and we are happy to offer in person appointments in our office for clients who live in Boise, Meridian, Eagle, Star, and the surrounding Idaho areas. We previously had an office in Vacaville, CA and visit periodically to serve clients in that location.
However, we are not limited to our physical offices! We offer Zoom, phone, and in-person meetings. Our financial advisors are licensed in many different states and we have several clients that we have never met in person but enjoy meeting with them in a fully virtual environment.
Take the first step towards a confident financial future. Complete the contact form below to start the conversation with our team. We can't wait to partner with you on your financial journey!
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Location
Boise Office
- Phone:
- 707-448-8083
Hours
By Appointment Only:
M – F: 9:00 am– 5:00 pm