Selecting a trusted financial partner to work with is one of the most important decisions you can make for your future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most to you.
If you’ve ever asked yourself these questions …
- How do I know if I’m truly prepared for retirement?
- How do I create a succession plan for my business?
- How do I manage the right retirement savings plan for my employees?
… we are here with customized solutions for you and your business.
We’re Here to Help
We offer a complimentary 30-minute consultation to help answer your questions, learn more about you and the people in your life, and what you want to achieve.
In our complimentary introductory session, we’ll discuss:
- Things that worry you about your financial future
- Your vision of what retirement looks like
- Solutions to your specific concerns
- How our process and services can bring value to your financial life
Get Started Now
To schedule your free 30-minute introductory session and take the first step toward the future you dream about, call (760) 607-0611 or email [email protected].
About Ed
Ed McClure is a CERTIFIED FINANCIAL PLANNER™ practitioner, Professional Plan Consultant® (PPC®), and founder of McClure Wealth Management. With over 25 years of experience, Ed works with business owners who want to maximize their retirement plan benefits, businesses that need help setting up and managing a 401(k) for their employees, and families who want guidance while planning their futures. He is known for simplifying complicated and intimidating topics and making wealth management concepts easy for others to remember and understand.
Ed has established himself as a trusted resource for business owners and individuals, and his mission is to help his clients achieve the financial independence and well-being they deserve so they can give their time and energy to the people and things they love. He has a bachelor’s degree in finance from the University of Illinois. In his spare time, Ed conducts financial workshops for the Just In Time for Foster Youth organization, which helps equip young men and women as they come out of the foster care system. He also loves to travel and spend time with his favorite people. To learn more about Ed, connect with him on LinkedIn.