At CLC Financial Services Group, we’re here to serve a variety of client needs. Our team is comprised of securities-registered and insurance-licensed individuals enabling us to help you design a truly comprehensive retirement income strategy. That way, your course of action always starts with a strong foundation.
Our process is highly collaborative and we’re always thinking of ways to enhance your experience. Our hope is you feel confident in your relationship with us knowing an experienced team is on your side.
CLC Financial Services Group can help you with all your retirement income needs, including:
Arrange your financial affairs to maximize the value transferred at death to the people and organizations of your choosing, with our help and minimum loss of value.
We will invest on your behalf, giving you access to a wide range of traditional and alternative product offerings and work together to choose the best ones that meet your objectives.
Planning ahead ensures business partners and assets are protected and able to function in the event of a death or disaster. We’re here to help you identify risks and periodically review the plan so it stays up to date.
Your employer may make contributions toward a pool of funds set aside for your future. That pool of funds is then invested on your behalf, allowing you to receive benefits upon retirement. Job change or loss can affect your pension, and that’s where we come in.
When it comes to 401(k) plans, we can help you navigate your options.
We can help you be more confident you’re covered with insurance designed to replace a percentage of earned income if accident or illness you from pursuing your livelihood.
Have increased confidence your loved ones are protected with a contract between you and a life insurance company. It specifies the insurer will provide either a stated sum or a periodic income to your designated beneficiaries upon your death. Let us guide you through all the options.
We can walk you through the plethora of fixed annuities available. An annuity is a contract between an insurance company and an individual, guaranteeing* lifetime income to the individual or whose life the contract is based in return for either a lump sum or periodic payment to the insurance company.
*Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values.
This type of insurance is called Medigap, which helps pay for some of the health care costs Medicare doesn’t cover. We can help you compare drug plans, health plans and the various policy options.
Long-term Care Coverage
We help ensure you and your spouse have the right long-term care coverage that provides nursing care, home health care, personal or adult day care for individuals above age 65 or with a chronic or disabling condition that needs constant supervision.
Individual or Group Health Programs
We provide you access to free clinically reviewed, easy-to-understand health information, tools and resources to keep your health on track.
Employee Benefit Programs
By gathering up all the options your employer presents to you, we can sift through the options to be sure you’re optimizing your benefits for the long term.
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In an ideal world, your children would complete their education, launch their career and set out on a lifetime of financial independence. As many baby boomer parents are learning, however, this isn’t an ideal world. A 2014 study by American Consumer Credit Counseling...