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Who We Serve

Your Money Deserves Our Help

We help investors from every background.  Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Women in Transition

Women in Transition

We specialize in helping women through major life changes like divorce, loss of a spouse, or career shifts. Our personalized financial advice ensures stability and empowerment during these transitions. We're here to guide you with compassion and strategic planning every step of the way.

VRS - Virginia Retirement System Employees

VRS - Virginia Retirement System Employees

Specializing in the unique retirement benefits and investment options available to Virginia Retirement System employees, we offer comprehensive financial planning and personalized strategies to maximize retirement savings and achieve long-term financial goals.

Healthcare Employees

Healthcare Employees

We understand the unique financial needs of healthcare professionals and offer specialized advice to help navigate benefits, manage debt, and build wealth. Our focus is on supporting your vital role in caring for others while securing your financial future.

Federal Employees and Uniformed Service Members

Federal Employees and Uniformed Service Members

We provide expert guidance on retirement planning, including navigating Thrift Savings Plans (TSPs), understanding pension benefits, and optimizing investment strategies to secure financial well-being both during and after service.

Pastors and Church Employees

Pastors and Church Employees

Dedicated to supporting those who serve their communities through faith-based work, we offer financial guidance tailored to the unique needs of pastors and church employees.

Ready to take control of your financial future? Schedule a free consultation with our experienced team at CLP today. Don't wait any longer to invest in your financial well-being – because financial literacy is self-care, and you owe it to yourself to achieve your goals.

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