When You Partner with Us, the Focus is on You
Offering retirement planning strategies.
Serving Clients for Nearly Half a Century
Looking Forward with You
Retirement … It’s that time in life when it’s all about YOU. The kids are grown. The daily grind of work should be over. And hopefully, you are financially positioned so that both your needs and wants are comfortably met. That last part doesn’t just magically happen. It takes thoughtful planning. This is where we may be able to help you, as it’s what we strive to do best.
At CLC Financial, all planning starts with a conversation. We get to know you, where you’ve been and where you want to go. Then, we take a hard look at what you’ve accumulated so far, what is still needed, and your timeline for retirement. We propose customized strategies based on your unique situation to help make the future you desire a reality someday.
We Offer These Services to Our Valued Clients:
Asset Management
Make sure your assets work together.
Legacy
Leave assets to heirs or a charity.
Insurance
Plan for the unexpected.
Retirement Income Planning
Create an income stream.
Business
Benefits, defined benefit pensions and succession plans.
Health Care
Individual, group programs and Medicare.
Federal Employees
Federal employees, secure your future—click here to register for our upcoming FedImpact Retirement Workshop!
What's Your Story?
CLC Financial Services; Creativity, Loyalty, and Consistency. These are just a few of the qualities that we strive to meet. While maintaining a competitive edge. Pioneering retirement strategies starts with purposeful work and meaningfully relationships. With an everchanging economy we seek a deep understanding of clients’ goals that are pertinent to our investment approach.
Our Locations
Lumberton Office
4910 Fayetteville Road
Lumberton, NC 28359
Fayetteville Office
2565 Ravenhill Dr #2D
Fayetteville NC 28303
.
Wilmington Office
620 Market Street
Wilmington NC 28401
Elizabethtown Office
100 N Lyon St
Elizabethtown, NC 28337
Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.