What Makes Us Different

Led by Chad E. Tallman, AIF®, CLN Financial is a holistic full-service consulting firm committed to helping individuals plan for a brighter, more secure financial future.

We fulfill our mission and purpose by standing out from other firms, advisors and planners in the following ways:

• Fiduciary Standard of Care: As an Accredited Investment Fiduciary®, and in partnership with Fi360, our firm delivers renowned fiduciary solutions for individuals in all stages of life. The tools and resources offered by Fi360 complement our expertise, credentials, and fierce commitment to serving the best interests of our clients at all times.
• Advanced Technology: By using the most advanced industry technology available, such as Riskalyze, we are better able to help clients make the right financial decisions for their unique situation.
• Personal Attention: As a smaller, family-owned firm, we believe personal connections matter. Which is why we’re dedicated to providing high-touch, personalized service backed by industry leading partnerships.
• Helping Everyone: Some firms won’t work with clients unless they are at a certain age or asset level — not us. At CLN Financial, we’ll partner with anyone willing to work hard to reach their goals — regardless of age, gender, race or net worth.
• Focus on the Telecom Industry: We’ve helped over 300 GTE, Verizon and Frontier employees plan for a secure retirement. Our unique insight into this niche industry means we are well-versed in the insurance, benefits, pension and retirement options available to telecom professionals.

Call to find out how our differences can help you achieve your short- and long-term financial goals.