For many years, Mason Road Wealth Advisors (MRWA), has offered investment and financial services to SLMMS members. In early September, Bill Bender, principal with MRWA, announced the formation of a new wealth advisory partnership called Clarity Financial Planners, LLC.
Bender has added a new partner, Shannon Moenkhaus, a certified financial planner with nearly 20 years of experience in income and estate tax planning. All other team members from MRWA are making the transition to the new firm.
SLMMS members can save significantly on advisor fees through the member benefit with Clarity. In addition, minimum investment levels are lowered for the highly regarded Dimensional Funds normally accessible only to institutional investors.
To contact Clarity Financial Planners, call 314-548-3500 or visit www.clarityfinancialplanners.com