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Who We Help

Despite what you may have heard, age is not a determining factor for sound financial planning. In fact, the sooner you prepare for retirement, the better off you will be. CLN Financial works with individuals of all ages and in all stages of life.

Financial & Retirement Planning

Our primary services are comprehensive financial planning, which includes retirement, estate, and tax strategies. We design plans so that each area is working together in pursuit of the same goals.

If you’re a telecom professional, our firm is uniquely positioned to help you manage your benefits, 401(k) rollovers, insurance options, and retirement planning decisions. We’ve worked with more than 300 GTE, Verizon and Frontier employees and understand what you need to succeed.

Investment Management

Regardless of your industry or career, we can help you with your comprehensive investment management needs. Whether you’re building a portfolio from scratch or need to restructure your current investment strategy, our team will work with you to make sure your investments are working in conjunction with the rest of your financial plan.

Insurance Planning

We offer Life, Long-Term Care, and Medicare insurance planning. Unfortunately, we know first hand how beneficial this type of planning is, and how critical it is to have a comprehensive insurance strategy in place to protect you and your loved ones from the unknown.

Whether you’re just starting your career, an industry veteran, or are already retired - CLN Financial can assist you with your holistic planning needs.