Team (definition): A group of people with a full set of complementary skills working together toward a common goal: Helping you be well-prepared for your financial future!
The Clevenger Financial Team: We’ve assembled a team of financial professionals with a broad set of complementary financial skills and experience to help toward your goals. Our strong sense of mutual commitment generates a result greater than the sum of its individual members.
With our team on your side, your financial goals will evolve from a general strategy to a fully integrated plan of action leveraging our diverse skills in financial planning, investment management, insurance, tax and estate planning strategies.
Benefits to You:
- A Professional Team: financial industry talent personally selected by me based on their professionalism, significant industry designations and experience
- Economies of Scale: level of experience in their respective disciplines enables them to deliver services efficiently
- Depth and Breadth: in financial, investment, insurance, tax and estate planning strategies
- Customized Financial Planning: tailored to YOUR specific needs and circumstances and managed with a focus on tax-efficiencies
- Integrated Financial Management: tying your needs together and coordinated through a single contact for your convenience
- Confidence: knowing that your financial future is our #1 priority