The (k)larity Group is an Athens, Georgia fee-based consulting firm focused exclusively on the institutional retirement plan market. We help organizations understand and manage their retirement plans by providing clear and comprehensive consulting services.
- Always do what is right, whether the client knows about it or not.
- Treat a client’s 401(k) plan as if it were our own.
- Always be completely open, candid, and honest with everyone.
- We will not have a scaled down service model — all clients are treated as if they are our biggest client.
- Do not let growth sacrifice quality of service to existing clients.
- Stay focused on the participant — a plan is only working if participants are succeeding.
- Fees are transparent and reasonable based on services/value provided.
- Being profitable is critical to the short and long term success of the firm.
- Always give more than is expected.
