Financial Clarity by Design

Financial Clarity by Design We strive to bring clarity to financial decision making. Content is for general purposes only and is not an offer to buy or sell any security.

Our mission is to inform our clients how to help build and preserve their wealth and to lead them down the path to obtaining their financial goals and dreams by utilizing a holistic planning process. Juli McNeely, Rebecca Gonzalez, Dan Flees, and Melanie Kunze offer securities and investment advisory services through 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑, 𝐈𝐧𝐜.., member FINRA/SIPC. 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑 is separately owned and othe

r entities and/or marketing names, products or services referenced here are independent of 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑. 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑 does not provide tax or legal advice. For full disclosures please see our website at www.financialclaritybydesign.com

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Content posted by other parties does not necessarily represent the views of 𝐎𝐬𝐚𝐒𝐜 π–πžπšπ₯𝐭𝐑 or Financial Clarity by Design.

TODAY: Join us today at 5 p.m. CT with Dave Hreha from American Funds for a FREE educational webinar! Dave will provide ...
07/13/2026

TODAY: Join us today at 5 p.m. CT with Dave Hreha from American Funds for a FREE educational webinar! Dave will provide an in-depth analysis of latest market trends and projections for 2026. Clients, check your email for a ZOOM invite link. Didn't receive your invite? No worries! Give us a call and we will help you out!

We know AI can be quite confusing, but it doesn't have to be! With technology rapidly evolving, it's good to stay up to ...
07/10/2026

We know AI can be quite confusing, but it doesn't have to be! With technology rapidly evolving, it's good to stay up to date on new tools and how to safely use them. AI can be used to help with many tasks, and you might already be using it without even realizing!

We will be closed on Friday, July 3rd in observance of Independence Day. We hope everyone has an amazing 4th of July Wee...
07/01/2026

We will be closed on Friday, July 3rd in observance of Independence Day. We hope everyone has an amazing 4th of July Weekend! πŸ˜ŽπŸŽ†

2026 is already halfway over, can you believe it!? You know what that means: mid-year market update! Join us with Dave H...
06/30/2026

2026 is already halfway over, can you believe it!? You know what that means: mid-year market update! Join us with Dave Hreha from American funds to cover investment news, projections, and more! Clients, check your email for a ZOOM invite link. Didn't receive your invite? No worries! Give us a call and we will help you out!

06/19/2026

Get to know our newest full-time team member a little bit more.
Mason graduated in May 2026 and cannot wait to see what the future holds here at Financial Clarity by Design!
Everyone welcome Mason!

πŸ“‚This month we are bringing awareness to safe file sharing! It is important to understand these essential safety tips wh...
06/17/2026

πŸ“‚This month we are bringing awareness to safe file sharing! It is important to understand these essential safety tips when sharing any file - sensitive or not.

In the expanding world of online communication, we are here to share some knowledge to reduce the risk of cyber-attacks and safety precautions you can take to keep yourself covered. It's important to stay informed and up to date on ways you can better secure yourself online!

Last, we have Colten! Colten is a first year intern with us. He is going to be a senior at the University of Wisconsin -...
06/16/2026

Last, we have Colten! Colten is a first year intern with us. He is going to be a senior at the University of Wisconsin - La Crosse in the fall, and he is majoring in Finance with a personal financial planning emphasis. He is most excited to strengthen his financial skills and learn about the financial planning process!

Our next new hire is Amber, who is returning for her second year at Financial Clarity.She is going to be a Junior at the...
06/15/2026

Our next new hire is Amber, who is returning for her second year at Financial Clarity.
She is going to be a Junior at the University of Wisconsin - La Crosse in the fall. She is majoring in accounting and finance with a personal financial planning emphasis. She is looking forward to a great summer learning the financial planning process!

We would like to give a warm welcome to our newest team members! Mason graduated from the University of Wisconsin - La C...
06/15/2026

We would like to give a warm welcome to our newest team members! Mason graduated from the University of Wisconsin - La Crosse in May 2026 with a bachelor's degree in finance and a minor in Business Analytics. After interning last summer, he chose Financial Clarity because we offered the best opportunity to work with him and help him build his long-term goals in financial advising by allowing him to gain knowledge from experienced professionals in a close-knit collaborative environment that feels like family.

Our wonderful advisors are currently at MDRT taking time to learn from the best of the best in the industry, and Juli ga...
06/10/2026

Our wonderful advisors are currently at MDRT taking time to learn from the best of the best in the industry, and Juli gave a fantastic speech on the power of listening to your clients through establishing something called a β€œClient Advisory Board”! (We will post the video tomorrow!!) Meanwhile back home, our amazing staff is holding down the fort!

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Spencer, WI

Opening Hours

Monday 8am - 12pm
1pm - 5pm
Tuesday 8am - 12pm
1pm - 5pm
Wednesday 8am - 12pm
1pm - 5pm
Thursday 8am - 12pm
1pm - 5pm
Friday 8am - 12pm
1pm - 3pm

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