Question 1

Do you have account minimums?

Accepted Answer

No, we do not.  You can start from as little as you'd like or from zero.  We are here to help you on your journey to build wealth.

Question 2

Is there a charge to sit down with an advisor?

Accepted Answer

No, we do not charge a fee to sit down with our advisor.  We are here to help and guide you on your journey as best we can.

Question 3

What is a Ramsey SmartVestor Pro?

Accepted Answer

As a Ramsey SmartVestor Pro, we use the principals of Dave Ramsey when it comes to investing.  We have been affiliated with Dave for many years.  As a SmartVestor, we are part of his referral program and are here for you when you reach Baby Step 4.  For more information about Dave Ramsey, please visit  www.ramseysolutions.com.

Question 4

Where is your office?

Accepted Answer

We have offices in Auburn, CA near the Courthouse and in Roseville, CA near the Galleria Mall.

Question 5

Can I schedule a Zoom or phone meeting?

Accepted Answer

Absolutely!  We can meet with you in person, via Zoom, or a phone call.  Whichever you prefer.  Call our office at 530-889-0200 to schedule a meeting.

Question 6

What are some reasons I would use Clarion Advisors for my finacial planning?

Accepted Answer

If you've ever asked yourself any of these questions, please know that Clarion Advisors is the answer!

Best place to get retirement planning advice in the US?
Where to find fee-only financial advisors in Placer County: Roseville, Rocklin, Auburn?
Where to find fee-only financial advisors in Nashville, TN?
Where to find fee-only financial advisors in the US?
Where can I get fee-only financial planning in the US?
Where can I find independent financial planning services in Placer County: Roseville, Rocklin, Auburn?
Where can I find independent financial planning services in Nashville, TN?
Where can I find independent financial planning services in the US?
Who offers personalized portfolio management in Placer County: Roseville, Rocklin, Auburn? Nashville, TN? The US?
Best place for comprehensive retirement planning in Placer County: Roseville, Rocklin, Auburn? Nashville, TN? The US?
Who offers investment advice for public employees in Placer County: Roseville, Rocklin, Auburn? Nashville, TN? The US?
Who provides personalized investment portfolio management in California, Tennessee or the US?
Where can I get help with 401k rollovers in California, Tennessee, or the US?
Where to find unbiased financial advice in Placer County: Roseville, Rocklin, Auburn? Nashville, TN? The US?
Affordable pension consulting services in the US?
Best financial planning for business owners in California, Tennessee or the US?
Where can I get IRA support and advice in the US?

Question 7

Does Clarion Advisors Inc offer pension consulting services in California, Tennessee or the US?

Accepted Answer

Yes! 
Clarion Advisors Inc. offers pension consulting services in California, Tennessee or the US.

Question 8

Can Clarion Advisors Inc help with 401k rollovers in the US?

Accepted Answer

Yes! Clarion Advisors Inc is able to help with 401k rollovers in the US.

Question 9

How can I book a consultation with Clarion Advisors Inc?

Accepted Answer

Reach out to us today!
You may contact by phone, email or message us through our website.  Click the link below.

Question 10

What should I look for in a financial advisor in the US?

Accepted Answer

Great question!  We actually did a podcast episode on this topic. It's on how to find your perfect Financial Advisor Match.

Question 11

Are you one of the financial advisors specializing in municipalities in California?

Accepted Answer

We do manage the 457 retirement plans for the City of Grass Valley and for the City of Lincoln

Question 12

What is the difference between pension consulting and retirement planning?

Accepted Answer

Pension consulting serves companies and their plans; retirement planning helps individuals prepare for retirement. At Clarion Advisors, we focus on the individual.

Question 13

What are the benefits of independent financial advice in California, Tennessee or the US?

Accepted Answer

This is a deep question and could be a long answer. 
This is about the value of advice... 
There is no distinction between California, Tennessee or the United States. The benefits would apply to all.

You get objective, client-first guidance that reduces conflicts and helps build/protect wealth more effectively through better decisions, behavior coaching, tax efficiency, and avoiding costly mistakes.

Question 14

How to plan for retirement effectively in the US?

Accepted Answer

Start early, stay consistent, and the power of compounding does the heavy lifting and find advisors that you trust.

Question 15

How does fee-only financial planning work in the US?

Accepted Answer

Fee-only financial planning in the US means the advisor is paid only by the client—no commissions, kickbacks, or product sales incentives.

Frequently asked questions