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Our Services

Most people have a range of needs when it comes to their finances. Retirement planning, college planning, life Insurance, long-term care, estate planning – these issues are typically top-of-mind for each of us at some point in our lives. Claris can help you through every stage of your financial life, with comprehensive financial planning and investment management services.

Financial Planning

Creating the ideal financial plan starts with a conversation. By meeting with a Claris financial advisor, you can work together to define your own unique set of goals, and assess whether you are on track financially to attain them. Whether your goal is education for your children, a comfortable retirement, leaving a legacy or all the above, we’re here to help you set your financial goals and determine how to reach them.

Investment Management

Every client has unique goals – and their investment mix should also be unique. Dramatic swings in the stock market emphasize the fact that everyone has a different view of risk. At Claris, we offer access to a full range of investment strategies to help you create that ideal mix, including:

  • Individual stocks and bonds
  • Mutual funds and exchange traded funds
  • Variable and fixed annuities
  • Professional money management
  • Life insurance
  • Long-term care
  • Education planning

Let’s put the future in focus.

Contact us today to arrange a meeting with Claris Financial. Together, the path to your future can be much more clear.