Employer Solutions

We bring years of experience to consulting, advising, and servicing small to large
employer sponsored plans from. Our solution is client centric,
cost-effective, and goals driven.

Plans we advise on include:

Defined Contribution Plans (e.g. 401(k), 403(b), 457(b) plans)
Defined Benefit Plans (e.g. Traditional, Cash Balance)
Non-Qualified Plans
ESOPs
Solo(k)s

Our key three areas of focus are:

CONSULTING

Plan Design & Implementation
Service Provider Selection
Internal Controls Review

Advising

Investment Fiduciary Services
Fiduciary Governance
Updated Laws & Regulations Training

Education & Service

Employee Enrollment
Financial Wellness Programs
Participant Account Services

> Schedule a FREE consultation now!

Retirement Blogs

> Latest Articles

Retirement Newsletter

Fiduciary Plan Governance Edition

Jan 26, 2022

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Clarity Financial LLC dba SimpleVisor is a registered investment adviser located in Houston, TX. SimpleVisor may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SimpleVisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SimpleVisor’s web site on the Internet should not be construed by any consumer and/or prospective client as SimpleVisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SimpleVisor with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SimpleVisor, please contact the state securities regulators for those states in which SimpleVisor maintains a registration filing. A copy of Clarity Financial’s current written disclosure statement discussing SimpleVisor’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from www.realinvestmentadvice.com upon written request. SimpleVisor does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SimpleVisor’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Alora Consulting LLC and individually licensed and appointed insurance agents.