Welcome to Clelan

Welcome to Clelan 

Our approach is quite different than that of other financial advisors.  Our primary purpose is to deliver a sense of knowing that you're on the right course. We do this through a distinctive approach, built on a relationship of trust.

If you have ever wondered whether you’re on the right course to reach your retirement destination or how to invest wisely but prudently so you have the best chance of enjoying your standard of living no matter how long you live, then you’ve come to the right place.

This practice was founded—and has flourished—because of its alignment with some of our deepest beliefs. We value:

  • personal freedom
  • relationships
  • honesty
  • integrity and
  • service

We want to see people succeed in life and we love helping them move to a place whereby they’re free to enjoy an enriching life without constantly worrying about finances.  The freedom this brings to a person’s life—especially during retirement—is priceless.

Is Clelan and Company the right fit for you? Climb aboard by contacting us today.

What Makes Clelan Unique?

First, we ask the right questions. Then we listen. To your goals, your dreams, and your heart.  Entering retirement, what is important to you? Travel?  Leaving an inheritance for your children? Or maybe funding a community project that propagates your passion?  Financial success is very personal.

Then, as fee-based independent planners, we go to the marketplace and search for solutions that are most apporpirate for YOU. That in itself is unique.

In short, we are the catalyst that helps you take the noise and information out there, make sense of it, put it in context for your unique situation, and create a comprehensive plan to achieve your version of financial success.

View our approach.

are you one of us