Clarus Wealth at Plum Creek is a wealth management firm located in Castle Rock, CO with a branch location in Peoria, AZ. We are dedicated to providing investment management and strategic wealth planning that is right for you. Our philosophy is simple: we believe that life planning cannot be separated from investment planning. As independent advisors, our interests are aligned with our clients to help them develop a comprehensive plan and take the next step to implement it. We do this through a strong planning process which is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your assets now, and that efficiently provides for the future, considering both tax issues and estate planning goals. Simply put, we strive to be our client’s trusted advisor.
Russell Investments shares information on the taxation of various types of investments, and the seven principals of their active tax-management approach, here.
Finding tax rates and deferral limits for qualified plans in 2025 is at your fingertips; this information and more can be found here, in Jackson's Tax Facts: 2025 Tax Year document.
The attached Medicare fact sheet includes a brief overview of Medigap plans and Medicare premium calculations for part B+D.
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