Broker Check

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 Planning1

Income Tax Planning & Preparation2

(Individual, Trust & Estate, Investment Clubs, Out-Of-State Returns, and Past Due & Audit Responses)

1 Securities America 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 Securities America company

Caring for a Family Member With Alzheimer’s