Our Services

We give you access to quality products and services available, we have a relationship with LPL Financial, the largest independent broker/dealer in the U.S.*

Retirement Planning

Regardless of where you are in your career or in your life, you need a retirement plan you can count on.

Financial Planning

Help individuals pull their finances together, manage financial problems, and make a plan to pursue their financial goals.

Life Insurance

Term Life, Whole Life, flexible premiums and optional guarantees, protection and investment options.

Guided Wealth Portfolios

Invest in your future with our new online platform that combines access to a LPL Financial Advisor with sophisticated technology¹ .

Grow your future

Legacy and Estate Planning

Comprehensive legacy and estate planning requires the appropriate vehicles.

Cash Management Services

Your Claremont Financial Services, LPL Financial Advisor can help you determine the tools you need to help you manage your ongoing cash needs.

Small Business Strategies

We can help you develop, implement and monitor retirement and benefit plans that aligns with the needs of your business and employees.

_{*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.}

_{1 Guided Wealth Portfolios (GWP) is centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL re nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member of FINRA/SIPC.}

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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