Certified Financial PlannerTM professional
Financial Advisor, LPL
3848 Osage Beach Parkway
Osage Beach, Missouri 65065
"I help people create portfolios that provide a steady stream of income in retirement."
As a Certified Financial Planner™ professional, Clayton understands every investor has different reasons to invest. Are you planning for retirement? Funding a child or grandchild's education? With life's uncertainties and so many investment options to consider you need a plan.
Clayton helps you remove uncertainty by planning for life's big events. While the process can seem complex, Clayton keeps it simple. Everything he does is focused on providing you the freedom to face the future with greater confidence. Together, you will develop and implement a plan that encompasses your total financial picture; current financial situation, short- and long-term goals, and comfort with risk
With Clayton's assistance, you will:
- Assess your current financial standing; income, expenses, net worth, etc.
- Define and prioritize your short- and long-goals
- Determine your investment preferences and risk comfort zone
Once your financial baseline is established, Clayton will:
- Present a personal financial plan for consideration
- Implement the investment strategy
- Periodically invite you to review the plan's progress.
A life-long Mid-Missouri resident, Clayton graduated from Westminster College with a degree in business finance. He earned designation as a Certified Financial Planner™ professional from the CFP Board by completing extensive training in financial, estate and retirement planning, along with insurance, investments, taxes, and employee benefits. CFP® certification is the most recognized in the industry for personal financial planning, with only 17% of all financial advisors able to claim this distinction. As a Certified Financial PlannerTM professional, Clayton is required to maintain his certification through continuing education, something to consider with new financial instruments appearing regularly on the consumer market.
Outside the office, Clayton enjoys spending time with his family, playing golf and being actively involved in the community.