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Tag: Financial Planner

The 8 Roles of a Financial Advisor

Financial Advisors are guardians of financial wellness and have a vested interest in seeing your retirement savings grow. Read more
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McClure Wealth Management

McClure Wealth is a San Diego financial advisor that helps business owners, individual savers and families make sure they are on track for their goals and retirement.

McClure Wealth on LinkedIn
McClure Wealth on X

Contact

701 Palomar Airport Road, Suite 125
Carlsbad, CA 92011

(760) 607-0611
[email protected]

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Retirement insights

Plan-design changes, contribution limits and deadlines that affect California employers — a few times a year, no more.

© McClure Wealth Management – 2026 Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment advisor. Member FINRA/SIPC. McClure Wealth Management and IFG are unaffiliated entities. Diversification does not ensure a profit or protect against loss in a declining market. McClure Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs. Registered for Securities in the following states: AZ, CA, FL, ID, MT, NC, OK, TX, WA. CA Insurance License #0B29274

The Information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.