Broker Check

(260) 426-1832

Your next chapter deserves a clear financial plan.

Your next chapter deserves a clear financial plan.

At CLN Financial, we help individuals and families approaching or living in retirement make informed decisions about their investments, retirement income, and financial future. Based in Fort Wayne, we offer personal guidance built around your life, your priorities, and the people who matter most.

Request an Introductory Meeting

Retirement planning built around you.

Who We Help

We help individuals and families prepare for retirement and navigate life after work, with particular experience serving GTE, Verizon, and Frontier employees and retirees.

Learn more

How We Help

We help you connect the pieces of retirement—your investments, income needs, tax considerations, and insurance—with guidance tailored to your goals and priorities.

Learn more

Our Process

We begin with a conversation in our office about your goals, concerns, and financial picture. Together, we identify your priorities and discuss the next steps toward a retirement plan built around you.

Learn more
A team that knows you.

A team that knows you.

At CLN Financial, personal service starts with knowing you—your goals, your family, and the decisions ahead. We take time to understand what matters most, explain your options in plain language, and help you revisit your plan as your needs change.

Meet Our Team
Retirement guidance for telecom employees and retirees.

Retirement guidance for telecom employees and retirees.

Your years of work have built valuable retirement benefits. We help GTE, Verizon, and Frontier employees and retirees understand their pension choices, evaluate options for their 401(k), and plan for retirement income. Together, we look at how those benefits fit your family’s needs and your broader financial picture.

Learn more

Ready to talk about your retirement plans? Complete the form below, and our office will contact you to arrange an introductory meeting at our Fort Wayne office. Please include your email address or phone number so we can reach you.

Request an Introductory Meeting

Thank you! Oops!