Our mission is to help advisors shift from a transactional mindset and planning process to holistic planners and service providers, offering best interest advice by coordinating all areas of their clients’ financial lives including insurance, investments, tax, legal, Social Security and Medicare.
The foundation of the training, processes and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share and grow their businesses together. New business-building ideas are continuously tested in model offices and, once proven successful, scalable and repeatable, packaged into turnkey processes and added to the company’s innovative, university-style e-Learning platform for advisors and their teams to implement effectively.
Clarity 2 Prosperity is the brainchild of an alliance of top-tier financial professionals from across the country who decided to stand up and make a difference in the financial services industry – one that seemed to put the company over the client and the selling of various products over actual financial planning. Tired of business-favoring initiatives that left our clients wanting and needing more, we promised to build a system that always put the client first.
We give our advisors the knowledge, support and resources they need to provide comprehensive and value-driven planning, turning the old business model completely upside down with Clarity 2 Prosperity.
A LETTER FROM THE CEO
Clarity 2 Prosperity was founded to fill the need for holistic financial planning for American middle-class families. The ultra-high net worth have benefited from this for years, with their accountant, attorney, broker, advisor, and insurance agent all collaborating on their behalf. But middle America hasn’t had the same level of service, and they are the ones who need a holistic plan the most. The middle class and middle-class millionaires are the most vulnerable to economic or legislative changes and can be at risk of eventually running out of money, especially in retirement.
The middle class have advisors, but most of them are not looking at the big financial picture. As traditional advisors and financial professionals, they sell products and services. A tax preparer sells tax preparation services, a broker sells investments, an attorney sells legal documents, an insurance agent sells life insurance, and with everyone working in these silos, nothing is congruent. They each address only one area of their client’s life, and rarely consider the impact of their product or service on the client’s overall financial and long-term financial outlook.
The founding partners at Clarity 2 Prosperity wanted to build something different and impactful for a wide range of families nationwide – a host of holistic advisors who take all areas of a financial plan into consideration and provide advice and recommendations in a client’s best interest. By creating holistic plans, the American families they serve would have strategies in place to protect themselves and their finances on all fronts, no matter what the future holds.
Holistic planning is different from what many advisors have typically done over the course of their careers. To achieve our goal, we need to provide robust training, hands-on coaching, detailed and packaged turnkey processes, on-demand resources and support—all backed by experience and results.
As we continue to grow, Clarity 2 Prosperity has become a think-tank and repository of wisdom built upon the dedication and collaboration of top advisors, coaches, mentors and business leaders. Together, we have built every process, every presentation, and every tool you could possibly need to become a holistic advisor. Our advisors are filling a void within our industry by bringing critical and coordinated planning solutions to each of the clients they serve.
I hope you’ll join us on our mission to make holistic planning available to all, simplifying the financial planning process and improving the financial lives of American families nationwide.
Jason L Smith
Founder & CEO
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