Expect More From Us. We Do.
Clayton Financial Group clients can always expect more to help them achieve their plans for life: extraordinary, responsive service from experienced professionals; a complete portfolio of investment, financial, tax, estate and risk management solutions; and a partnership based on trust, transparency, and accountability.
Since our first day as an independent boutique advisory firm with national coverage, CFG has assumed the responsibilities of a full fiduciary. For prospective clients and existing clients, this is exciting news because it means our incentives are fully-aligned and our recommendations are exclusively in your best interest.
Also, unlike many Registered Investment Advisors, we have always been 100% fee-only; we have never received an insurance commission, a referral fee, or any compensation except directly from our clients.
We partner with individuals and families from coast-to-coast.
Additionally, we work with companies to manage their retirement plans, always serving the best interest of employees with menus of carefully-screened investment offerings.
Our Areas of Expertise
Investment Planning
We aim to help you achieve financial independence by designing and implementing a customized investment strategy that aligns with your financial objectives and risk tolerance.
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Financial Planning
When is comes to financial planning, we help you set your financial goals, assess your current financial situation, and create a plan to achieve them over time.
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Tax Planning
Tax planning plays a crucial role in preserving and growing your wealth, and it's essential to work with an advisor who has the expertise to navigate the ever-changing tax landscape. We help you make the most of your tax planning strategies.
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Estate Planning
Estate planning is organizing your assets, determining how they will be distributed upon your death, and selecting the individuals who will manage your estate. We can help you develop a comprehensive estate plan that meets your unique needs and goals.
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Countrywide
We serve clients across the country
100% Fee Only
No asterisks, kickbacks, or commissions