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Our Company
Thank you for taking an interest in our company. At Clayton Financial we are independant and objective. This means to you an unbiased approach to creating the most beneficial planning for you and your family. Experience, expertise and our unique economic approach to planning can provide you with results unsurpassed in the financial services industry. Our macro-economic analysis will address wealth accumulation, preservation and distribution.

We will discuss a portfolio design with a level of service, sophistication and customization typically reserved for very wealthy investors which includes:

Access to institutional money managers
A high level of portfolio customization
Broad diversification
Tax efficiency
Premier Technology

We will discuss efficiencies in asset management

Insurance coverages Auto, Home, Life , Health, Disabilty, Long Term Care
Legal Instruments for estate protection

Wills, Living Wills Revocable and Irrevocable Trusts, Power of Attorney and Health Care proxy

We will examine Tax strategies for minimizing taxes and promoting wealth creation

Qualified Retirement plans
Charitable remainder trusts
Family foundations
Taxefficient paydown stategies

Our unique ability is to coordinate for you a team of advisors, all experts in each of their respective fields. Your personal team will work in coordination to create the safest, most efficient and productive plans available. Tax efficiency, economic risk reduction, financial and insurance cost recapture and a maximized money supply are the cornerstones of our planning. A financial model is created by implementing the appropriate strategies. Wealth creation without additional out of pocket expense is the result of our financial planning.
Getting You There
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 4250 Veterans Memorial Hwy 4th Floor East Holbrook, NY 11741
Tel: (631) 439-4600 Fax: (631) 439-1325 Toll Free: 800-889-3914 - Ext 333, (631) 439-4600 - Ext 333 Email: mail@claytonfinancial.com

Securities offered through American Portfolios Financial Services. Member FINRA and SIPC.
Financial Planning and Advisory Services through American Portfolios Advisors, Inc. An SEC Registered Investment Advisor.
Clayton Financial is not affiliated with APFS and APAI
Investment products and services available only to residents of NY, NJ, NC, FL, VT. 
Fee-based investment advisory services available only to residents of NY, NJ, NC, FL, VT. 
Clayton Financial is licensed to sell insurance products in the states of NY, NJ, NC, FL, VT.

This communication is strictly intended for individuals residing in the state(s) of AZ, DE, FL, NC, NV, NY, PA and SC. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.