Practice Specialties
My practice goal is to become your most trusted advisor. That goal will be accomplished by providing personalized service, and offering the same unbiased advice that I would give an immediate family member.
No web-site, brochure, or social media site is as effective as a satisfied client in gaining new clients. I take the time to explain what can be difficult financial topics in layman's terms, encourage clients to think outside the box, and when I observe a client straying from their goals, I am not afraid to challenge them.
If you are serious about your finances, please contact my office, and let's begin a dialogue. I welcome the opportunity to speak with you.
Practice Specialties
Personal Financial Analysis
Retirement Plans & Retirement income Analysis
College Savings Plans and Funding Analysis
Senior Financial Issues
Portfolio Reviews
Estate Planning 1
Income Tax Planning & Preparation 2
1 Osaic Wealth and its representatives do not provide tax or legal advice. Please consult an appropriate professional regarding your particular situation.
2 Darrell Claytor's income Tax Services are not affiliated with any Osaic Wealth company