Broker Check

Working Together

At CLP Financial Group, 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. 

Our holistic investment and financial planning services include everything from retirement planning, insurance strategies, and more to help ensure your financial peace of mind.

Our goal is to help protect and grow your assets, all while saving you money and securing your future. Let us focus on your finances so you can focus on your future. Explore our services to get started:

Fiduciary Services

Fiduciary Services

There are several benefits that come from working with a fiduciary advisor, one of the biggest being peace of mind. At CLP Financial, we do what is best for our clients. In doing so, we strive to provide trusted advice and service you can count on.

Financial Planning & Advisory Services

Financial Planning & Advisory Services

We understand that the best financial plans incorporate all aspects of your financial life. Our team of financial advisors will develop an all-inclusive holistic financial plan to help guarantee your future financial health and wealth.

Learn more
Investment Services

Investment Services

Between short-term income needs and long-term growth objectives, we’ll provide investment options and recommendations to help you accomplish your financial plan.

Learn more
Insurance Services

Insurance Services

We will review your existing insurance policies and provide thorough recommendations for your various coverage options.

Learn more
Social Security Strategies

Social Security Strategies

At CLP Financial Group, we will help you increase your household’s lifetime benefits and guide you on the selection of how and when to start collecting Social Security benefits.

Learn more
Estate Planning

Estate Planning

From designated beneficiary forms to essential legal documents, we’ll work with you to help ensure your spouse, children, and loved ones are financially protected after you’re gone.

Learn more
Tax Planning

Tax Planning

From 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, we can help you maximize your pre- and post-tax income.

Learn more