Financial Planning & Wealth Management

McClure Wealth

Home Our Process

Our process is simple but different for everyone.

Instead of a one-size-fits-all process, we provide different approaches depending on your financial situation. Whether you’re an entrepreneur or an individual investor looking to maximize your benefits, we’re here to guide you through it all from point A to point B.

Step 1: A Discovery Meeting to Define Your Goals & Exit Strategy

Every relationship starts with a discovery meeting where we define your goals, concerns, and current situation. We look at your full financial picture and what it’s going to take for you to retire. Whether you need to start maxing out your 401(k), begin restructuring your plan, or increase your contributions, we help you find the best route to a successful retirement.

Step 2: An Analysis & Assessment of Your Cash Flow, Insurance, and Investment Needs.

We assess your insurance and investment needs to figure out what fits your business objectives. By looking at your cash flow, we’ll help you discover strategies to set up a plan that you can borrow against if needed.

Step 3: Ongoing Consulting for Your Financial Plan

A typical financial advisor can’t change the plan for your company. They’ll just assess your basic plan, but they won’t understand all the complications involved in owning a business. Our advisors are experienced and know the challenges you and your business are up against. As part of our process, we continue to guide you through your financial planning to get you where you need to be.

You don’t have to figure it out alone or consult with an advisor who only understands half of your situation.

Business owners have to overcome unique hurdles. You need a sounding board to transform your goals into reality. At McClure Wealth, we understand the challenges of business ownership and what’s important to you and your loved ones. We’re not just ready to help you with a comprehensive financial plan, we’re also ready to listen.