Services

A plan focused on YOU

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?

We're ending the disconnect between financial advice and investment management. At Clover Leaf, our process begins with two essential pieces of information. Where you are now, and where you want to go.

A process built to evolve

Life changes. A set-and-forget financial strategy is simply not practical. Our process was designed to apply our experience to your vision and always be a resource for years to come. We prioritize effective communication of goals and strategies so that it is clear to us what you're trying to achieve and clear to you why these are the steps to get there.

"Results happen when you add action to your vision"

Clover Leaf Portfolio Management

Here at Clover Leaf, we believe in transparency. To keep in line with that, here is our fee schedule for managed accounts. No trading fees. No platform fees. No commissions.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@cloverleafteam.com | 585-899-3940