Our goal is to simplify and enhance the financial lives of our clients.
Financial planning is all about taking control of tomorrow today. With a little foresight and planning, you can be well on your way to paving a safe and secure financial future for yourself, and for your loved ones. All too often, people feel overwhelmed by their finances— where to start, how to plan, where to invest their money and how to protect it so that it can be passed down to future generations.
That’s where we come in—at The McClelland Financial Group, we think of ourselves not just as your Financial Advisor, but as your partner in smart wealth management. As with all good partnerships, when our clients do well, we do well. We focus on giving our clients the financial planning and investment advice they need, with the personal touch of our highly-trained and very approachable advisors. We blend the strength of Assante Wealth Management’s resources, with the expertise and personal touch of our trusted Financial Advisors.
One of the most important tasks for financial advisors is staying on top of everything that makes up a good financial plan-reviewing tax returns, estate, education, investment and insurance planning. To ensure we deliver exceptional service and maintain complete transparency with our clients, our team has developed a systematic tool called My Dashboard™.
