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1036 Chelsea Avenue, Napoleon, OH 43545

419-592-7783
steve@claridencewealth.com
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CLARIDENCE




Replacing complexity with clarity and anxiety with confidence.

OUR SERVICES


RETIREMENT WELL-IMAGINED. RETIREMENT WELL-LIVED.

We know that transitioning into retirement can be scary. Our firm focuses on
bringing clarity to the complex pieces of your journey - taxes, health
insurance, estate issues and lifetime income - with the goal of replacing any
anxiety with the confidence to live the retirement you imagined. 

We simply want your journey to lead to your “happy place”, whether that is on a
beach in a warmer climate, at a local campground, sitting in the stands cheering
on your grandkids or volunteering for a local charity. We will be with you every
step of the way. 


HAPPY PLACE

'ha-pē plās | noun

The place, situation or environment where one is living life to the fullest,
with purpose, and a sense of security.




Learn about the origin of our firm's name and our focus from Steve Small, our
founder & president.




OUR SERVICES

FINANCIAL PLANNING SERVICES


COMPREHENSIVE RETIREMENT
INCOME PLANNING

Learn more


GENERATIONAL PLANNING
SERVICES

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READY TO CONNECT?

Schedule Consultation

If you believe you could benefit from working with our firm, let’s schedule a
15-minute chat to review yours goals and see if we are a good fit.

CONTACT

Office: 419-592-7783

Mobile: 419-909-3707

Fax: 419-592-7783

1036 Chelsea Avenue

Napoleon, OH 43545

steve@claridencewealth.com


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LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing 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 this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. 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.

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.

Copyright 2024 FMG Suite.




IAA Form CRS

Securities offered through LPL Financial. Member FINRA/SIPC. Claridence Wealth
is an other business name of Independent Advisor Alliance, LLC. Investment
advice offered through Independent Advisor Alliance, LLC, a Registered
Investment Adviser. Independent Advisor Alliance, LLC is a separate entity from
LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or
transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of
any other state.

 




 
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