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Our Strategies

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.

Legacy and Estate Planning: Comprehensive legacy and estate planning requires the appropriate vehicles.

Guided Wealth Portfolios: Invest in your future with our new online platform that combines access to a LPL Financial Advisor with sophisticated technology 1.

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.


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