To get things kicked off, we wanted to take a little time telling you more about who we are and provide some background on CLC Financial Services. If you’ve worked with us before, you might already know Desmond, but for those that aren’t as familiar, we’ll find out more about how he got into the business and what he loves most about Fayetteville and the other North Carolina communities we serve.
Plus, we’ll give you a preview of what we hope you’ll learn from each show and who will get the most out of the conversations we have with Desmond and other members of the CLC Financial team. Please subscribe to the show if you like what you hear and stay tuned for more from Riverbank Riches!
Here are some of the highlights from this episode:
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.