CLP Financial Group | Your Partner in Personalized Financial Planning

Everyone Needs a Financial Coach in Their Corner!

You don't need to be wealthy to seek financial advice, but seeking advice is a step towards wealth. It's our mission to make financial advice accessible to all. Whether you're a first-time investor, in retirement, or anything in between, you deserve expert financial guidance.

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Learn How to Plan for Your Future

Unlock the potential of your finances with CLP Financial Group's FREE consultation!

Did you know that many successful individuals credit their achievements to strategic financial planning? Let CLP Financial Group be your partner on the path to success!

Our consultation service will help you make informed decisions, optimize your investments, and secure your family's future. Start your journey towards financial prosperity – book your free consultation now!

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Your Money Deserves our Help

We help investors from every background

Retirees

Contact us today and discover the Power of "Forever Money!"

Getting TO retirement is not the same as getting THROUGH retirement.

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Working Professionals

Are you maximizing your employer's retirement benefits?

Make your hard earned money work for you!

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Women

Our planning process addresses three major areas women worry about most.

Your Retirement Lifestyle
Your Plan for Health Care
Your Plan for your Loved Ones

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How can we Help?

At CLP Financial Group, we know that your financial needs are as unique as you are. We dedicate ourselves to helping you meet your goals now and in the future. We'll sit down with you one-on-one and review your current financial status and create personalized solutions for you. Schedule an apppointment today to get started with one of our financial professionals.

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What We Do

When was the last time you sat down and had a practical conversation about your finances? If it’s been a while, it may be time to consult with a trusted professional.

Our team is comprised of industry experts with over 70 years of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all stages of life have come to rely on our team.

Retirement

Take the worry out of your financial future with our expert guidance and personalized retirement plan.

Financial Education

Make informed decisions, Clarify your financial goals, Optimize your investments.

Wealth Management

Wealth-building strategies for those still in the work force.

Free 2nd Opinion

We offer a complimentary no-obligation 2nd opinion from a Certified Financial Fiduciary®. At CLP, we always act in your best interest.

As Simple as 1, 2, 3

STEP

1

Discover

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Design

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Deliver

Life is always changing, and so are you. We’ll be by your side through every twist and turn.

One-size-fits-all financial planning? Not Here.

Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and investment management. We partner with our clients to create strategies that suit their personal needs.

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