1387 Fairport Road
While “Financial Planning” may be a common term in our industry, those who use it freely can often use it incorrectly. Insurance agents, investment managers, even stockbrokers – many call themselves financial planners, wealth planners, or wealth advisors. But do they do what we do?
Financial planning at Clover Leaf Financial is holistic and ongoing. As your partner and advocate, we examine your situation thoroughly and from all angles. We want you to be able to set your own goals, our job is to help you work towards getting there. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come. No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now. Let us help get you on your way.
Develop a Complete Financial Picture
Have more confidence with financial decisions. Connect a purpose to your assets. It all starts with taking inventory of your life.
Retirement & Longevity Planning
Financial strategies for YOUR ideal retirement with steps along the way to ensure your assets are serving you.
Tax Planning & Analysis
Keep more of your hard earned wealth in your hands and out of the pockets of Uncle Sam.
Investment strategies built for you by the ones who will be actually managing the account.
A comprehensive financial plan incorporates four cornerstones for financial success.
We get to know your needs and work towards customized decisions based on research and relationships, not generic predictions or general knowledge. Just tell us where you want to go – if you’re not sure, we’ll help you figure it out – and we’ll strive to get you there.
The first step is for you to gain a better understanding of your own financial situation and we want to help!
Download our complimentary financial planning worksheet using the button below to get started!
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
The first step in developing your financial plan is to meet with an advisor. Contact us to set up a no obligation complimentary consultation.
Ask your questions using the fields below and one of our investment professionals will be in touch.