facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

CLIENT CENTER

Client Logins

We have included third party online access links for our clients' use. The web sites each have their own separate and independent privacy and access policies. These sites provide a variety of information - such as an overview of the firm and its services, financial news and market updates. Using a secure access, some of the web sites provide clients with their personal financial information.


To access our Wealth Management website click here:

 

To access additional service providers, click below:

 

 

Click here for your Free copy of 21 Stats for Tracking your Financial Health

 


Enter your name and email to receive your Free copy of 21 Stats for Tracking your Financial Health



 

OUR APPROACH

 


At Clelan and Company, we know firsthand the upswings and the downdrafts of career, business ownership, and family life.  Achieving balance is difficult. We also know that those shifting from the accumulation to the income and preservation stage of life want to minimize turbulence and experience clear sailing.  They want the freedom of mind to enjoy their passions.

Achieving such a state doesn’t just happen, but we know the flight path to help you get there.

We start with a personalized plan—nothing cookie cutter here.  And we communicate and connect with you in a meaningful way, knowing that you are the most important navigator of your own destiny.

Reaching your financial destination starts with a well designed plan, putting a smart team in place, and ensuring the vehicle to get you there is fueled and ready.  All you should have to do is climb aboard.

 

Learn more about our process