Goals are best achieved when a proper plan is put in place. The plan provides a focus and direction to get from point A to point B. From building a house to ensuring your financial independence, a detailed plan is paramount to your success.
Get to know us.
“Since 1991, we have been developing practical real world solutions that simplify and enhance the complex financial needs of our clients. At The McClelland Financial Group, your success is our success.”
The financial world is an incredibly complex one, and with all the regulations, calculations and products out there it would be hard for one person with career and family obligations to take care of their own finances.
This is where Mike and I come in. The two of us have shared the same principles since The McClelland Financial Group opened its doors in 1991. We’ve always had a great appreciation of the financial industry and enjoy helping people get organized in reaching their financial goals. We love solving complex financial problems and seeing the outcome when we help our clients. Word of mouth grew and we became the company we are today. We truly have great pride in what we do and we do it well. It is really that simple.
With the cost of living rising and our wages not always keeping up with inflation, pensions, tuition, stocks bonds etc., you have every right to be concerned this is a lot for one person to handle on their own. We also understand that emotion can sometimes hinder folks from making good decisions when it comes to their money. Delegate that to us. We know our business. If you have a financial advisor already compare them to us, we guarantee we will stand out. We will create a custom strategy for you. We will get you up to date with your finances, wills, estate, insurance and taxes. We do it all, and if we can’t we will find someone well respected who can.
We don’t sell financial products; we are a fee-based advisors. Our success depends on your success. So it is in yours and our best interest to work hard for you and achieve results.
There are a lot of financial firms out there, and choosing the right one can be difficult. But with the right information and the right people, we think the choice becomes clear.
Rob McClelland | RFP, CFP, HBA
Vice President | Co-Branch Manager | Senior Financial Advisor
This is a place to discuss, network and receive weekly updates on interesting articles
that will help you on your financial journey to retirement.