When You Partner with Us, the Focus is on You
Offering retirement planning strategies.
Serving Clients for Over 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!
Navigating Financial Wisdom: Riverbank Riches with Desmond Taylor
Join us for engaging and informative podcast that serves as your personal guide in helping you towards your financial and retirement goals.
Retirees Have A Serious Financial Temptation Problem
Retirees face financial temptations that can derail their future. In this episode, we'll reveal the most dangerous ones and share strategies to help you avoid them or get back on track.
What Financial Advisors Wish Every Investor Knew
What would your financial advisor want you to know before your first meeting? In this episode, we share the game-changing insights financial pros wish every saver and investor understood.
How to Put Yourself in the Best Position in Retirement
We explore key questions around annuities, tax efficiency, Social Security, inflation protection, and estate planning to ensure you're in the best position for retirement.
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.
