Helping our clients navigate the path to and through retirement

Retirement Planning
Wealth Management
Estate Planning
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How to Reach Us

8044 Montgomery Road, Suite 450
Cincinnati, OH, 45236
(513) 745-7095

ClarityWealth@LFG.com

Jay A. Finke, CFP®, Matt A. Held, CFP® and Robert V. Molenda, CLU, ChFC, CRPC are registered representatives of Lincoln Financial Advisors Corp. Series 6, 7, 63, IAR. We work with the clients across the United States and, as a result, are licensed in a number of states, listed below. If we are not currently licensed in your home state, we would be happy to do so in order to work with you and your family. Insurance states: Ohio, Kentucky, Florida, Tennessee, North Carolina and South Carolina. Securities states: Ohio, Kentucky, Indiana, Florida, Tennessee, Georgia, South Carolina, Colorado, Idaho, Maryland, Wisconsin, Illinois, Missouri, Pennsylvania, and Connecticut.

Unless otherwise identified, associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SPIC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at LFG.com. Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

The content is developed from sources believed to be providing from accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of the material was developed and produced by Twenty Over Ten to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary available here. for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describes LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA), suggests the following link as an extra measure to safeguard your data: Do Not Sell My Personal Information. Clarity Wealth Management is not an affiliate of Lincoln Financial Advisors Corp. CRN-3356327-120320

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