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702 East Willow Drive
Financial Clarity by Design
Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals.
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
We Offer Personalized Plans to Match Your Needs.
One-size fits all policies are best left to vacation bike helmets. At Financial Clarity by Design, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Call us today to schedule an appointment with a financial advisor. 715-659-4255.
Our goal is to match your portfolio risk with your personal risk tolerance. A good place to start is learning your personal risk score by completing the following questionnaire.
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.
Whether you’re a party of one or six, Financial Clarity by Design customizes your investment strategies to fit your current needs and future goals.
We pride ourselves in networking within the communities we serve; this allows us to work well with various professional firms that can benefit our clients.
Financial Advisors can make an impact on your lives in many ways. Learn about a few ways an advisor can add value to your life.
It's important to understand how inflation is reported and how it can affect investments.
A good defense is the best offense. Let Financial Clarity by Design surround you and your family with leading insurance policies.
Growing your wealth requires patience and foresight. With our holistic planning process, we'll lead you down the path to help obtain your financial goals.
Managing your company’s 401k program can seem complicated, but Financial Clarity by Design can make it easier. Our strategies can leave your employees in good standing.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Help determine the required minimum distribution from an IRA or other qualified retirement plan.