4135 Embassy Drive SE
INDIVIDUAL RETIREMENT PLANNING AND INVESTING
We can help you estimate the amount of money you may need for retirement and recommend a sound approach that involves taking a close look at your potential retirement-income sources. We define financial freedom as that point where work becomes optional. We can help you develop a strategy to thrive in your retirement seeking to positively impact your family and the world.
Clausing Financial Group offers investment advisory services and insurance for small business owners and their retirement plans. Whether you are beginning a new business, or are a well-established entity, our team can help you start an employee retirement plan that fits your organization.
Insurance is what you do for the people you love. If you’re like most Americans, you’ve got a busy life. Wondering if you have enough or suitable insurance is probably the last thing on your mind. It’s important to understand and re-evaluate your coverage with a financial professional every one or two years. If you would like a quote for a Life Insurance policy or would like a review of your current Life, Disability Income or Long-Term Care policy, let us help you ensure the ones you love are protected.
Individual Retirement Accounts
Tax Reduction Strategies
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Long-term care Insurance
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.
firstname.lastname@example.org / Ph 616-977-0902