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Experience Our C6 Framework

One of the most important aspects of our C6 Framework is our legacy-planning review. Estate planning is complex and ever-changing. Our process will confirm your legal documents are in-line with your wishes and your intents. In many cases we have met with families who have an estate plan which could cause family turmoil and even harm. Walking you through potential unintended consequences of your legal documents will give you a thorough understanding of any potential issues. A deep dive into your legacy goals helps us collaborate with your estate-planning attorney to insure your legacy wishes are as intended.

Are your estate documents in line with your intents and wishes?

 
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For more information, contact us today

Clarus Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. 

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Corporate Privacy Notice 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Raymond James and its advisors do not offer tax or legal advice.  You should discuss any tax or legal matters with the appropriate professional.

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409.242.2427

PO BOX 1880

325 HWY 124

Winnie, TX 77665

713.621.3500

520 Post Oak Blvd.

Suite 750

Houston, TX 77027

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