Greenville, SC | Winder, GA
Client-Centered Financial Solutions
We provide personalized financial education and hands-on service to address your unique needs and goals. From retirement planning to debt management, our commitment lies in ensuring your financial well-being. Our client-centric approach challenges conventional wisdom, with a strong focus on your satisfaction and the establishment of enduring trust.
Our mission revolves around delivering personalized financial guidance and cultivating your financial education. Whether it’s retirement planning or debt management, we are dedicated to your financial welfare.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
— Robert Kiyosaki
Comprehensive Financial Services.
We approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You’re our priority, and we have built our firm around helping you succeed.
Financial Planning
Retirement Plans
Tax Efficient Investment Strategies
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Profit Sharing Plans
Investment Management
Bonds and Common Stock
Educational & Traditional IRAs
ROTH, SEP & Simple IRAs
Treasury Bills & Notes
Government Securities
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Medicare
Fixed Annuities
Fixed Index Annuities
Compassion. Integrity. Expertise.
Our dedicated financial team consists of experienced professionals deeply committed to your financial success. We leverage our extensive knowledge of the financial landscape to offer strategic guidance, personalized solutions, and unwavering support, making your financial goals our utmost priority.
Amanda McHugh Stilwell
Founder & Senior Financial Advisor
Shantel Haines
Retirement Professional & Managing Director, Winder, GA
Amanda Alexander
Director of Operations
Judy Morast-Morin
Client Support Specialist
Sarah Fryer
Paraplanner
Resources for Financial Clarity
A strong financial future begins with a solid foundation. Our educational content and resources are designed to help you build the knowledge and skills required to make informed financial decisions.
March 1, 2024 Greenville, SC – Clarity Financial Solutions proudly announces the remarkable success of the book “Financial Trendsetters,” authored by Jessica Weaver with contributions …
Money is a decidedly unromantic topic, isn’t it? Yet it is a fundamental aspect of our lives, and so it must play a pivotal role …
As we age, it’s common for a role reversal of sorts to happen with our parents. If we’re lucky enough to still have them in …
READ OUR LATEST GUIDE
What to Consider in Your Charitable Giving Plan
Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.
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