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1055 Saint Paul Place, Suite 155, Cincinnati, OH 45202

(513) 538-1880
carl@saveandretire.net
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Is Your Wealth Strategy Complete?

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Is Your Wealth Strategy Complete?

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Empowering our clients to take control of their financial lives.

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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Click Here to Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Independent, straight forward advice 

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.

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Carl E. McClurg Jr, AIF® CEPA® | Wealth Manager

Founder and Independent Wealth Manager, Carl McClurg Jr, an Accredited Investment Fiduciary and Certified Exit Planning Advisor - utilizes over 40 years of business experience to help clients develop solutions for the financial concerns in their lives.  Independent, honest advice!

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

Our Mission

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