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:
- Allstate (Lincoln Benefit Life)
- American Funds
- AssetMark Retirement (401(k) Participants)
- AXA Life
- Brighthouse Financial
- Empower 401(k) Participant
- Fidelity & Guaranty
- Genworth Life (LTCi)
- Jackson National
- John Hancock
- Legal & General (Banner Life)
- Lincoln (Lincoln/Jefferson Pilot)
- Lord Abbett
- Mass Mutual
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