“Clarity Financial Group believes their team approach adds a broader perspective to all they do and increases their clients' benefits. Kris Beaulieu is the Senior Financial Advisor of the firm. He graduated from the University of Texas at Austin, where he earned his Bachelor's degree in Finance. As a lifelong learner, he has continued to work on expanding his knowledge to serve their clients best. He earned a certificate in financial planning from Boston University and holds Series 6, 7, 63, and 66 licenses as well as his Group 1 insurance license. In addition, he is a CERTIFIED FINANCIAL PLANNER™, which means he has extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning. He and his team help you plan, prioritize, and take action toward your financial goals. Whether you are building an emergency fund, reviewing your insurance needs, starting a college account, or transitioning into retirement, they can help clarify your investments with a tailored financial plan. They educate their clients about financial concepts and products and aim to help take the mystery out of investing, insurance, estate conservation, and wealth preservation.”
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