In 2012 I started my career in financial services at a large publicly traded firm. Today, I am honored to be the founder and owner of Clarity Advisors, a boutique Registered Investment Advisor (RIA) based in New York State.

Independence allows me to provide what I call right-sized planning®. Whether you're just getting started and figuring out Roth vs Traditional, or if you're a high net worth family looking to optimize tax strategies / estate strategies; Clarity Advisors can help.

Core Services Include:

-Life Insurance

-Investment Mgmt

-Wills/Trust Planning

-Financial Planning

-Business Valuation/Exit Planning

Legal Stuff: Michael Brady is an investment adviser representative at Clarity Advisors. Clarity Advisors is a registered investment adviser registered with the State of New York. Registration does not imply a certain level of skill or training. The views and opinions expressed are as of the date of publication and are subject to change. The content of this publication is for informational or educational purposes only. This content is not intended as individualized investment advice, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. The author of this publication may hold positions in investments or types of investments mentioned. This information should not be relied upon as the sole factor in an investment-making decision. Readers are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.