Financial Planning

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Financial Planning

Do you feel confident that your financial life is in order and you can retire comfortably? Do you have a financial advisor and investment team that you can consult with on a regular basis to check in on your holdings? Our financial advisors offer comprehensive financial planning to individual clients, families, and business owners.


Financial planning can be an arduous task, but it does not need to be. With a team of expert financial advisors and strategists by your side, you can rest easier that your investments and portfolios are being monitored, rebalanced, and invested in the manner that fits your risk appetite and investment profile. We provide access to advisor managed accounts and portfolios that may help you diversify across asset classes.


As your financial advisors, we will help you with your investment selection and financial planning. We enjoy the challenge of building an appropriate portfolio that can survive the ups and downs of the financial markets. We can also help you evaluate your life insurance, estate planning, college savings plans, and so much more.


We are available to answer questions on almost any financial topic whether it’s related to investments or not. After more than 26 years in financial markets, if we don’t know the answer to your question we probably know someone who does. Over the years, we have heard hundreds of client’s stories, and we have seen what works and more importantly what didn’t work and why. One of our objectives is to be there for your family and share these stories so that you don’t make the same mistakes.


Our Process

We take a collaborative approach to building client portfolios. Whether it’s a company or individual retirement plan, our financial advisors at McClure take the time to sit down with each client to review their current financial position and understand their current and future goals. We then build a savings and investing roadmap and explore options for investing client assets. Every year, we provide individuals with portfolio review options and companies with enrollment meetings, annual reviews, and educational events to increase participation in their retirement plan and to help their employees chart a course and secure a better financial future.