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Step into a Secure Retirement

Learn how you can prepare to bridge the income gap between early retirement and Social Security

Embark on your early retirement journey with our exclusive eBook, 'Bridging the Income Gap.' Learn essential strategies to maintain financial freedom and stability in the crucial years before your retirement benefits begin.

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  • Defining the Income Gap and its Impact

  • Strategies to combine taxable, qualified, and tax-free income

  • Minimize taxes & maximalize your assets

Partnering with You on Your Retirement Journey 

At Clover Leaf Financial, we're focused on being your team to help make informed and decisive decisions. We specialize in helping our clients realize their early retirement while covering the bases of your income, asset management, and legacy. 

Vision + Action = Results

Values

Vision

Strategy

Wise Decisions
& Measureable 
Results

Explore Our Approach

Check the background of your financial professional on FINRA's BrokerCheck.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Clover Leaf Financial is a separate entity from LPL Financial.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Contact

Office: 352-588-4608

37837 Meridian Avenue

Suite 200

Dade City, FL 33525

info@cloverleafteam.com

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