A Plan Focused on YOU

While “Financial Planning” may be a common term in our industry, those who use it freely 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 get there. Our approach, technical experience, and comprehensive services are coordinated to your specific needs, and we strive to consistently monitor and proactively modify your wealth plan.

 

Comprehensive financial planning as we offer it includes:

  • Estate Plan Management
  • Retirement Planning
  • Cash Flow Management
  • Tax Mitigation Strategies
  • Education Planning
  • Asset Preservation
  • Major Purchase Planning
  • Investment Management
  • Charitable Contribution Planning
  • Debt Management
  • Wealth Plan Monitoring
  • Overall Financial Planning

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!