facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search

Who We Are

Clarity Asset Management is a fee only financial planning and asset management firm located in Ames, Iowa. We operate as a team, working together for your benefit. Each of us is a fiduciary, always putting your best interest first. Being fee only, we do not sell investments or insurance products, nor do we accept any commissions. Clarity was founded in 1998 and merged with Resource Planning Group, Inc. in 2012. Don Erickson started Resource Planning Group in 1986 in order to offer objective financial planning apart from the traditional model of selling products.

What We Do

The essence of what we do is provide peace. The primary financial concern of nearly everyone is achieving financial independence. Whether your goal is to enjoy somewhere warm, spend more time with loved ones, or get more involved in your favorite organization, someday you will want to have enough money that you are not required to work full-time. We help you navigate this goal through an ongoing trusted relationship utilizing customized financial plans and asset management. The relationship centers around an understanding of the Tri-Lateral Pillars of Financial Health(TM & linked). From there we create, monitor, and modify ongoing financial plans for you, which we use to guide you toward accomplishing your life goals. We manage your assets according to your financial goals, risk tolerance, and risk capacity.

Ways We Help

  • Can I afford to retire? When?
  • How should I be invested? I do not understand the risk in my portfolio or what it should be.
  • What kind of estate plan do I need?
  • My spouse recently died and he/she was primarily in charge of our finances...help!
  • How should I handle an inheritance?
  • Do I have adequate life insurance? Can you review my policies?
  • Do I need long term care insurance? What senior living options are available?
  • How can I plan ahead for paying my children's college expenses?
  • What are tax efficient ways for me to gift money to my favorite charities and/or family members?


investing tri-lateral pillar


Focus:
Stability and Growth
Motivation:
Preservation of Wealth
Enabling Virtues:
Patience and Contentment
Destructive Vices:
Short-sightedness and Greed
Educational Emphasis:
Modern Portfolio Theory
Planning Tool:
Investment and Retirement Plans
spending tri-lateral pillar


Focus:
Lifestyle and Quality of Life
Motivation:
Enjoyment of Life
Enabling Virtues:
Discipline and Self-Control
Destructive Vices:
Sensuality and Impulsiveness
Educational Emphasis:
Setting Goals and Budgeting
Planning Tool:
Family Budget
giving tri-lateral pillar


Focus:
Making a Difference
Motivation:
Giving Back to Society, Family
Enabling Virtues:
Benevolence and Philanthropy
Destructive Vices:
Indifference and Selfishness
Educational Emphasis:
Estate and Charitable Tax Law
Planning Tool:
Estate and Charitable Plans