Broker Check

Independent, straight forward advice.

Entrepreneurs/Professionals

Entrepreneurs/Professionals

Building a business has unique challenges, we think outside the box, just like you!

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Retirement REDZONE

Retirement REDZONE

Are you ready? Need clarity? Discover what the next 30-40 years have in store.

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Family Protection / Wealth Management

Family Protection / Wealth Management

Planning for College, Retirement, Tax Reduction, Income Protection.

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How We Work

Every person’s finances are a puzzle that can only be solved through listening.  When we begin to work together, we conduct an active listening session in which we seek to conceptualize all the moving parts of your life that could affect you financially--family, what drives you, and lifestyle. 

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<b>Carl E. McClurg Jr,&#160;</b><b>AIF&#174; |&#160;</b><b>Wealth Manager</b>

Carl E. McClurg Jr, AIF® | Wealth Manager

 Founder and Independent Wealth Manager, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives...

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RECEIVE YOUR FREE COPY OF OUR "6 COMMON RETIREMENT QUESTIONS FOR EDUCATORS"

RECEIVE YOUR FREE COPY OF OUR "6 COMMON RETIREMENT QUESTIONS FOR EDUCATORS"

Learn the six common questions that educators need to ask to prepare for retirement.

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Our Process

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