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Jeremy L

Series 65

Redlands, CA

Clarity Advisors Group, Inc.

Jeremy Lindsey is a financial advisor with Clarity Advisors Group, Inc. in Redlands, CA, holding a Series 65 license and 11 years of industry experience. He founded and owns Clarity Tax Advisors, Inc., which provides tax preparation, planning, bookkeeping, and consulting services. Lindsey also sells life insurance and annuity products as a separate business activity. Clarity Advisors Group, Inc. offers fee-based comprehensive financial planning and investment advisory services primarily to business owners and individual clients. The firm emphasizes holistic financial planning and manages client assets on a non-discretionary basis using mutual funds, ETFs, indexed annuities, and separate account managers.

Business succession planning Charitable giving & philanthropy Life insurance needs analysis General estate planning guidance Cash flow / budgeting Founder/Business Owner
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