Financial and Retirement Planning

Opportunities await

Your successful financial journey begins by collaborating with us to complete a roadmap that meets the needs and aspirations you have for yourself, your family, and your business. Our salaried wealth advisors can create a clear financial plan designed to help you make important decisions to reach your personal goals.

We’re committed to addressing what matters most to you:

• Achieving financial independence from your business or career
• Reducing taxes
• Lowering risk
• Planning for college expenses
• Caring for aging parents or children with special needs
• Transferring wealth and/or your business to heirs
• Planning for retirement

Begin thinking about how you might discover what’s next and pursue it with passion.

Experience our client-focused approach

Using a goals-based approach, we evaluate where you are and recommend strategies to help get you where you want to be. But we don’t stop there. We’ll help you implement our recommendations, and we’ll watch over your plan to continually monitor your financial situation. That way, you’ll remain on track to achieving your goals. Ultimately, our process is designed to change with your life and your objectives.

With CLA, you’ll benefit from objective advice and a close, personal connection to people devoted to your success. You’ll work with multi-disciplinary teams made up of professionals experienced in financial, tax, and estate planning — all under one roof. And because our advisors are compensated on a salary basis, they act with your best interests in mind.

Financial and Retirement Planning Services

• Business succession planning
• Business valuation
• Cash flow analysis and projections
• College, elder care, and special needs planning
• Debt planning
• Divorce financial planning
• Estate and gift planning
• Individual income tax planning and compliance
• Insurance and risk management
• Investment management
• M&A advisory and investment banking
• Personal financial planning
• Residency planning and audit defense
• Retirement planning
• Section 1031 like-kind exchanges and Delaware Statutory Trusts (DSTs)
• Year-round coordination with your other advisors (e.g., real estate agents, attorneys, bankers)

Securities products, merger and acquisition services, and wealth advisory services are provided by CliftonLarsonAllen Wealth Advisors LLC, a federally registered investment advisor and member FINRA, SIPC.