PRODUCTS & SERVICES
Business Solutions:
Today’s job market is very competitive and in order to compete for top talent, your business needs to provide a wide range of benefits. At Clearfield Financial, we help our clients secure the most important asset of any organization…its people. We do this by designing and executing strategies and solutions that recruit, reward, and retain top talent.
Working in tandem with your Human Resources team and other professional advisors, we provide custom strategies and solutions designed to set your organization apart.
Retirement Solutions: Qualified plans can help owner and employees build financial independence. Some examples are 401(k), pension, profit sharing, SERPs, and defined benefit plans.
Employee Benefits: We can help you create the employee benefit package that is right for your business, including disability income insurance, long term care insurance, group medical & dental, employee voluntary plans (FSAs) and cafeteria style plans.
Executive Compensation Strategies: We design supplementary pension, deferred compensation, executive bonus and other retirement and incentive compensation programs. These programs motivate top talent with financial incentives that enhance employee retention.
Individual Solutions:
Cash Flow Management: We have found that regardless of your income level, most people struggle when managing monthly cash flow. The first step to accumulating wealth is putting you in financial position to invest your hard-earned dollars. We provide detailed analysis and advice to our clients to improve their cash flow allowing them to accumulate wealth opposed to paying off debt.
Wealth Accumulation: Whether your goals are to purchase your first home, own multiple investment properties, or take advantage of early retirement our experts work with you to understand your long-term life and financial goals. We tailor your investment strategies based on your vision, values, and goals.
