Reaching your THERE rarely happens by chance. It requires a plan. It requires a process.
With your THERE in sights, we use our Integrated Success Strategy to tailor a financial plan aligned with your life vision. Once the destination is set, we chart your course, and set the markers. Milestone after milestone, we work with you, guiding and directing, until you have landed safely.
We understand your time is valuable, so we limit the demands on you, while still providing personal attention and ongoing communication. Our time-tested and results-focused process ensures we’ll help you get THERE.
We offer In-depth planning, personalized attention, and strategic advice. We’re watching out for your future as though it were our own. And earning your trust is not something we take for granted. At Clelan and Company, we’ll help take you where you want to go. You have our word on that.
Then, with a steady hand firmly on the controls, we conscientiously and tactically uncover all the moving parts of your financial and retirement plan, bring them together, and bring it home. Flying high enough to get the big picture and making sure the course ahead hits all the stops along the way is what Clelan does best. You feel a deep sense of relief knowing the course you’re taking will help get your where you want to go.
We leave no stone unturned by:
- Charting a path to help you retire on time while minimizing the risk of outliving your money
- Anticipating unexpected events and helping you plan to navigate through them successfully
- Searching for opportunities to help save you money and improve your results
- Working cooperatively with your tax and legal advisors for maximum effectiveness
See our video for more information.
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