1055 Saint Paul Place, Suite 155
Independent Wealth Manager
Investments, Financial Planning
Asset Allocation & Modern Portfolio Theory, College Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, I.D. Theft, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
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 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."