Clarence McClain

Background

About Clarence McClain

I help individuals and families achieve their financial goals and strengthen their financial confidence by providing sound financial advice. I have 8+ years of experience in the industry and draw on this experience to create realistic and detailed financial plans catered to each individual. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. I am a firm believer that every individual deserves a plan no matter what phase of your life. Whether you are just starting your career, transitioning into retirement, or in retirement seeking income and preservation of your legacy, I will be safeguarding your best interest so you can relax and enjoy time with your family. As a financial advisor, I strive to honor my clients with hard work and dedication to present the best options during the calm as well as the storms. Too often I see hard working individuals making lifelong financial decisions without guidance on how to keep their standard of life in retirement or never receiving sound advice on how to achieve the financial stability to retire. I provide a financial plan based on time we spend together where I learn and help you identify your goals, how much progress you have made towards those goals, and changes we can implement to reach your goals. I help my clients get to a point of financial confidence, where you can breathe easy knowing you are making decisions today to contribute to the tomorrow you envision. I have earned the honor of becoming a fiduciary in my career as a financial advisor by showing the highest of ethical standards and putting my clients’ interest first in every plan. An investor should consider the mutual funds investment objectives, risk, charges and expenses carefully before investing or sending any money. This and other important information about the mutual fund can be found in the funds’ prospectus. To obtain a prospectus, contact your Financial Advisor. Please read the prospectus carefully before investing.