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Everyone Needs a Financial Coach in Their Corner!

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

Learn How to Plan for Your Future

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

Your goals are our goals.  Regardless of your age or background, we believe people can live better lives with smart financial decisions.  Our team of professionals has the expertise and dedication to guide you through every step of your financial journey.

Start your journey towards financial prosperity – book your free consultation now! 


Free Consultation

Your Money Deserves our Help

We help investors from every background

Retirees

Retirees

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

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

Learn more
 Working Professionals

 Working Professionals

Are you maximizing your employer's retirement benefits?

Make your hard earned money work for you!

Learn more
Women

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
Learn more

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. Let us show you how to set up multiple streams of income that is guaranteed for your lifetime.

Financial Education

At CLP Financial Group, Financial Education is the most important service we provide.  Click on our Events tab to learn how we can bring financial education to you.

Comprehensive Approach to Financial Planning

We take a look at your entire financial picture in order to meet your goals.

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.

Make an Appointment