Our firm is founded on the principles of trust and integrity to advance and preserve your wealth. Your ClearGuidance team takes pride in empowering you to live life to the fullest as you strive to achieve financial independence. Terran and Barbara, along with their talented staff, work closely to enhance your financial well-being. Listening carefully to what is important to you, solutions are presented to address goals that are aligned with your values. We understand the challenges and opportunities you and your family encounter.
Many of our clients work in the health care industry and the State of Connecticut, giving us tremendous insight and expertise in the unique benefits offered to those employees. We specialize in supporting female clients, often working with their children and extended family members.
Barbara H. Taylor
Broker Check CRD # 1668320
Barbara has delivered personalized financial advice to clients for more than 30 years. As the representative for a number of large retirement plans including Hartford Healthcare, University of Connecticut Health Center, University of Connecticut Law, Connecticut Children’s Medical Center, as well as many state teachers plans, she has helped countless people lay the foundation for a successful retirement. Her entrepreneurial spirit led her to create ClearGuidance Financial, a boutique financial advisory practice. As an independent financial advisor, Barbara is honored to serve her clients with her decades of experience, solid common sense, and impressive financial acumen.
Terran R. Titus, CFP®
Broker Check CRD # 2728539
Terran began her career in the financial services industry more than 30 years ago. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1989. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning. Terran’s specialty is helping pre-retirement clients plan and save for retirement as well as designing supportable spending plans for retirees that assure income is available for a retirement spanning several decades.