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NEWS & RESOURCES

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Articles

Clelan's advisors have written and published numerous articles. Some of those can be found below.

Seminars

Clelan and Company can offer compelling seminars for your company or group.  Check out the list below and let us know if you are intrested in hosting a seminar:

         SEMINAR LIST

 

e-Newsletters

Below you'll find our latest e-Newsletter archives.  You can subscribe to our monthly e-Newsletter for no additional charge on our Contact Us page.

Third Quarter 2018

Second Quarter 2018

First Quarter 2018

Fourth Quarter 2017





 

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


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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 help get you there is fueled and ready.  All you should have to do is climb aboard.

 

Learn more about our process