Financial Planning Services

A Proactive Approach.

Your financial situation can be one of two forces in your life—it can be a barrier that limits what you and your loved ones can do, or it can be a bridge through which you transform dreams into reality. This is where the advisors at The McClelland Financial Group come in—our advisors are your bridge to creating the best possible financial situation for you and for your family’s needs.

We don’t believe in starting off by telling you about ourselves. Instead, we strongly believe that good financial planning starts by asking questions about you. We do this by administering personalized, one-on-one meetings with our clients to understand their needs.

Our advisors focus on providing sound, strategic financial planning that takes your current financial situation into account and maps out the investment and savings steps you need to take to reach your ideal financial future. Once we have a solid understanding of your unique financial goals and objectives, your advisor will channel these parameters into building a detailed investment portfolio. This allows us to suggest customized solutions that will work best for you.

The Next Step