Your Clear Path Forward

Clarity Financial Planning Group

Each path to financial clarity comes with its own twists and turns. That’s where we come in.


Our team is passionate about providing guidance that helps you navigate complex financial decisions with confidence and clarity.

 

We value the relationships we build with each of our clients, and we are committed to helping you navigate the various financial decisions you will face on the path to retirement. The first step forward? Call or email us today! Denise or Sarah will get you scheduled with one of our lead advisors.

Team Intro

Each path to financial clarity comes with its own twists and turns. That’s where we come in.


Our team is passionate about providing guidance that helps you navigate complex financial decisions with confidence and clarity.

 

We value the relationships we build with each of our clients, and we are committed to helping you navigate the various financial decisions you will face on the path to retirement. The first step forward? Call or email us today! Denise or Sarah will get you scheduled with one of our lead advisors.

Stronger Together

We exist to help you.

Our core purpose is simple: we want to help you navigate complex financial decisions with confidence and move forward with greater clarity.

We want to help you make financial decisions that lead to less stress and a more meaningful and joyful life for you and generations to come.

Whether crafting a comprehensive plan, guiding you with the intricacies of your small business finances, managing your investment and retirement accounts, or concentrating on strategies for tax efficiency, our goal is to help you find Your Clear Path Forward.

A photo of Clarity Financial Planning Group, a team that offers holistic advice and financial planning.

Our team

Erica Cantrell

Erica Cantrell

CFP®, ChFC®, CLU®, FIC, CLTC®, BFA™

Financial Consultant

Paul Cantrell

Paul Cantrell

CFP®, CLU®, CASL®, FIC, ChSNC®

Financial Consultant

Jake Woodbrey

Jake Woodbrey

Associate

Sarah Roos

Sarah Roos

Office Professional

Denise Cantrell

Denise Cantrell

Director of Operations

Heidi Haugen

Heidi Haugen

Dedicated Financial Planning Operations

How we work with you

Not every financial path is the same. Your story is unique, and we take a holistic approach to provide you solutions for the road ahead and get you moving toward clarity. That begins with the Your Clear Path Forward approach. This is our way of getting to know you, your goals and what dreams you have in mind. From here, we can recommend strategies to help you make the most of all you've been given.

Paul, Erica and Jake at the Gaylord Texan in Grapevine, TX

Our solutions

Dedicated Planning Services

Dedicated Planning Services

Comprehensive advice and financial strategies that are in your best interest.

investments

Investments

At Thrivent, we believe money is a tool—not a goal.

Small business services

Small business services

We can help business owners and entrepreneurs develop financial strategies that cover the needs of their businesses.

About Thrivent

00:00 / 00:00
How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Office information

Operating Hours:

By Appointment Only:
M-F: 9:00 AM - 5:00 PM