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Carl McClurg

1055 Saint Paul Place, Suite 155





Accredited Investment Fiduciary

About Me
Workshops Offered

Allocation & Modern Portfolio Theory
College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Your Financial House in Order
Social Security Explained
Investing Basics for Women
Issues of Aging Parents
Strategies for a Sustainable Income in Retirement
Tax Planning
Understanding 401k Rollovers
Women Approaching Retirement and Beyond

Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives. He strongly believes this can only be achieved by first getting to know each client on a personal level and fulfilling his duty as a fiduciary. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.” Carl is also a speaker with SOFA (The Society for Financial Awareness)

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