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Clear direction for a financially healthy life.


 Fee only financial planning and asset management in Ames, Iowa.




NAFPA financial advisors, clarity asset management




Fee Only + Fiduciary Firm in Ames, Iowa

As a fee only financial planning and asset management firm, we believe we are best-fitted to truly partnering with clients. With our compensation method, we seek to avoid conflicts of interest that exist when a typical financial advisor gives advice but also seeks to sell investment or insurance products. As a fiduciary team, we are committed and obligated to only working together for your benefit, always putting your best interest first.










Who is Clarity Asset Management?

Clarity Asset Management, Inc. 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 free from the conflicts of interest that often accompany the traditional model of financial advising which entails selling investment and insurance products. He later helped form Clarity in order to offer an unbiased approach to the management of the financial plans of his clients.

Learn more about our team


Peace of Mind

Nearly everyone's primary financial concern is achieving financial independence or a peaceful retirement: "I don't want to outlive my money!"  Whether your goal is to enjoy living somewhere warm, spending more time with loved ones, or getting more involved in your favorite organization, someday you will want to have the ability to pursue those goals without being required to work full-time. We help clients develop retirement, investment, and estate plans that serve their life purposes and goals, leading to financial health.

Customized, Interactive Financial Planning

We help you accomplish your goals through an ongoing trusted relationship utilizing customized financial plans and asset management. The relationship is built upon an understanding of the Tri-Lateral Pillars of Financial Health™ (click on the pillars in the diagram to the right to learn more) which allows us to create, monitor, and modify ongoing financial plans with you while helping you navigate life's transitions. Your assets are then managed according to these financial goals, and within your risk tolerance and risk capacity.

diagramINVESTINGSPENDINGGIVINGUNIFYINGCENTERConcern forFutureGenerationsConcern forFamilyConcern for Community


FAQs

From retirement planning to insurance reviews, investing recommendations and more, our team is here to answer your burning financial questions.


  • 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.
  • Do the companies in which I am invested share my values?
  • 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?

Helping Iowans Grow In Financial Health

Impacting Families, Communities, and Future Generations

Your Financial Planning Team


Financial matters can become increasingly complex and it's easy to miss the critical elements of successful financial planning. Many people "get lost in the trees while not understanding the layout of the forest". That's why we are here to help. The Clarity Asset Management team is committed to your financial health. Successful financial planning is making wise financial decisions that lead to peace now and in the future.

Don Erickson, ChFC Photo

Don Erickson, ChFC

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Don Erickson

Don Erickson, ChFC

derickson@investmentclarity.com

Don serves as President and CEO of Clarity Asset Management. He has over 30 years of experience in the financial services industry and oversees all financial planning at Clarity. Don’s expertise is in developing financial plans to help people meet their long-term financial goals.

Don graduated from Iowa State University in 1979 with a degree in Industrial Science and lettered as a member of the Cyclone wrestling team. He received both his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in 1987. Shortly after, Don started a company called Resource Planning Group with a desire to break away from the traditional approach to financial advising which included gaining commissions from selling certain products. He began with a “fee only” compensation method to allow for objective financial planning while seeking to alleviate any conflicts of interest – and that is how we are still operating today. In 2012, Don merged Resource Planning Group with Clarity Asset Management.

Don and his wife, Becky, have been together since 1976 and currently reside in Ames. They have two daughters, Amber and Casee, and numerous grandchildren. Don enjoys spending time with his grandkids, volunteering, and doing numerous outdoor activities. He is a past President of the Ames Foundation and the Ames Town & Country Kiwanis. Don is also a past Treasurer of the Story County Community Foundation and Kiwanis.

“I began this company to give people unbiased financial advice from someone they trust. I am still in the business because I love meeting new people and working with them through their unique financial planning issues.”

Steve Larson, CMFC Photo

Steve Larson, CMFC

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Steve Larson

Steve Larson, CMFC

slarson@investmentclarity.com

Steve is currently the Vice President and Chief Investment Officer of Clarity Asset Management, and has worked with Don since January of 2000. Steve’s expertise is in asset management and developing personalized investment portfolios within the context of an overall financial plan.

Steve graduated from Iowa State University in 1975 with a business degree in Industrial Administration. He was employed by Des Moines Savings & Loan and Ames Savings & Loan, from 1975 to 1989, where he was Assistant Vice President and Chief Financial Officer, and a member of the Financial Managers Society. He holds the Series 65 license, the Chartered Mutual Fund Counselor designation from the College for Financial Planning, and a Certificate of Financial Planning from the Boston University Center for Professional Education.

A resident of Ames since 1971, Steve and his wife, Shelly, have four children and numerous grandchildren. He is active in theological education and pastoral leadership, his full-time profession from 1989 to 2000. Steve conducted leadership training seminars throughout the United States and Southeast Asia throughout that time and continues to travel to Myanmar and Thailand, helping church networks with leadership training and community development projects. Locally, he serves on the board of the Matthew 25 House, a faith-based halfway house for former inmates, and he helped found the Two Paths mentoring ministry to Story County Jail inmates and their families.

“The field of financial planning and asset management has been a lifelong pursuit for me. I enjoy working with people in trusted relationships, addressing and helping to fix financial health issues. This, I believe, not only benefits those individuals and families but also contributes to the health and prosperity of our whole community. I enjoy communicating the complexities of investing and investment analysis in terms that are easy to understand.”

Kacy Bass, CFP® Photo

Kacy Bass, CFP®

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Kacy Bass

Kacy Bass, CFP®

kbass@investmentclarity.com

Kacy is a NAPFA-Registered Financial Advisor and a Certified Financial Planner™ Professional. He works directly with each of our clients facilitating collaborative financial planning.

Kacy grew up in Huxley, IA before heading to the suburbs of Chicago to earn his bachelor's degree and to compete in college basketball at Trinity International University. After graduation, he moved back to Central Iowa and started his career. He graduated from Iowa State University with a master's degree in Family Financial Planning in May of 2018.

Kacy and his wife, Sophie, live in Ames with their sons, Frederick and Kliff. Kacy enjoys being out and about with his family, serving in his church, playing basketball, and cheering on the Cyclones.

“I enjoy the relationships our firm has with our clients, focused on financial health and driven by wisdom. It is humbling and rewarding to have a positive impact on not just our clients' lives, but on their families and the community.”

Deb Conlon Photo

Deb Conlon

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Deb Conlon

Deb Conlon

Deb Conlon is Vice President, Chief Financial Officer, and an Investment Adviser Representative.  She has been with the firm since 1999.  Deb’s role with clients is mainly behind-the-scenes managing client investment objectives, tax implications with trading, cash flow needs, performance reporting, and billing and collection.  

Deb graduated from Iowa State University in 1985 with a B.B.A. degree with an emphasis in Accounting.  She began her career in corporate accounting and has worked mainly part-time since joining Clarity so that she could be involved in her three children’s activities.  She was actively involved in PTO, volunteered in the schools and church classrooms, and coached youth sports.  She later volunteered at HCI Care Services and mentored high school students in the Freedom for Youth program.  She is currently working with the Middle School Youth Group at her church and leading a women’s bible study group in the Bible Study Fellowship program.

Deb and her husband, Mike, reside in Urbandale and have three grown children and two granddaughters.   She enjoys being a grandmother, serving in the community, and being outdoors and active.

“I enjoy analyzing situations that maximize the benefits of our clients’ accounts.  I am happy to be a part of the team in the back office, but love any opportunities to get to know our clients when they come visit.”

Julie Siegel Photo Julie Siegel Hover Photo

Julie Siegel

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Julie Siegel

Julie Siegel

Julie Siegel is the Chief Compliance Officer of Clarity Asset Management. Her role is to oversee all of our activities to make sure we are meeting compliance standards.  

She graduated from Iowa State University in 1990 with a bachelor’s degree in Mathematics.  She worked with us from 1995 through 2003 and then returned to the team in 2013 after being home with her children for 10 years.  She has also worked part-time as a bookkeeper for several small businesses and non-profits over the last 20 years.   

Julie and her husband were married in 1993 and have two children and live in Ames.  She enjoys family time, watching her children perform and play sports, being involved with her church family and yoga.  

“I love being a part of the team at Clarity.  I can use my gifts to fill a behind-the-scenes, but necessary, function to help ensure we are providing the very best service to our clients.” 

Nevin Conlon Photo

Nevin Conlon

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Don Erickson

Nevin Conlon

nconlon@investmentclarity.com

Nevin joined our team in 2016 as a Client Service Representative. He oversees all communication, form processing, and handles any service-related questions and issues.

Upon graduating from the University of Northern Iowa with a math education degree, he taught five years of junior high math and coached basketball in Cedar Falls, Iowa. In December 2015, he earned his master’s degree in education. After attending a personal finance course through his church and later teaching a personal finance course in his junior high school, Nevin decided to make a career change to pursue this passion for helping others with their finances. This decision also includes spending the next couple years working toward a Certified Financial Planner designation.

Nevin and his wife, Sami, live in Ankeny with their two daughters, Eiley and Nora. He enjoys spending time with family, as well as reading, playing board games, and participating in various activities and groups through his church.

“I love teaching people. I have a passion for seeing others succeed and I enjoy being a part of the process to make that happen. Financial planning is a personal subject and while it is sometimes challenging to see different situations, I love working together to come up with solutions. I desire to help others walk through the process of developing, prioritizing, and pursuing their life-long goals.” 


Recent winner: Ballard Backpack buddies - $3,630!


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Quarterly Gatherings

Thursday, January 10, 2019

Thursday, April 11, 2019

Thursday, July 11, 2019

Thursday, October 10, 2019


5:30 p.m. - 7 p.m. at Jethro's BBQ in Ames  


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One of the three essential pillars supporting financial health, and one of our own core values as a firm, is giving – promoting the well-being and prosperity of the communities we serve.  This passion for doing good is why we have initiated and are supporting the Community Giving Circle!

Building Community Through Giving

The Community Giving Circle is a group of community members invested in making a difference in Ames and Story County through shared values, shared resources and shared interest in supporting local organizations.

The quarterly gatherings provide the opportunity to network with peers, learn about different organizations in which other members are involved, and impact Ames and Story County non-profit organizations.

  • Come together with like-minded friends to enjoy appetizers, refreshments, and shared conversations
  • Learn about the work being accomplished by non-profit organizations in your community
  • 100% of all contributions will go to non-profit organizations (and are tax deductible) serving Ames and Story County
  • Experience joy in collective giving and seeing the impact of pooled resources
  • IMPACT your community!

How Does It Work?

Community Giving Circle members donate $100/quarter (tax deductible) to the Story County Community Giving Circle Fund (administered by the Story County Community Foundation) to attend the quarterly meeting. At each gathering,  every member will nominate one non-profit organization impacting Story County. Three nominations will be selected at random and the nominees will have a couple of minutes to promote their selected organization. Before the end of the evening, members will vote anonymously for one of the three organizations. The charity with the most votes will receive the total dollars contributed for the evening!


October 11, 2018: Ballard Community Backpack Buddies - $3,630


Is anyone welcome to join?

Yes! The Community Giving Circle is open to anyone who wants to contribute to the good being done in Ames and Story County. One of the neat things about the group is the unity it creates in our community. We welcome everyone who wants to join and is committed to contributing $100 quarterly.

Does my full donation go to charity?
Will my personal information be shared with the non-profits that receive my donation?
Is my donation tax deductible?
What are the rules regarding what types of non-profits that can be nominated?
Can I give more than $100?
How and when do I make my financial contribution?


2019 Membership Form


As a 2019 Community Giving Circle member,  I will contribute $400 ($800/couple) to the Story County Community Giving Circle Fund administered by the Story County Community Foundation to be distributed to four chosen non-profits over the course of the four quarterly meetings in 2019. Since a goal of the Community Giving Circle is to recognize and promote local organizations, I understand that I may appear in promotional photos or videos highlighting local organizations and the Community Giving Circle.

*Please make your contribution check out to SCC Giving Circle Fund and mail it to: 

Story County Community Foundation | P.O. Box 1666 | Ames, IA 50010

Serving as the Trusted Financial Advisor in Ames, Iowa

Collaborative Planning, Faithful Management

Let's Connect


Schedule a complimentary financial review to get your most pressing questions answered. Fill out the form below to drop us a note and we'll be in touch shortly.




Address

Clarity Asset Management, Inc.
2117 Philadelphia Street, Suite 100
Ames, IA 50010

Fax

(515) 233-1979

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