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Financial Planners
Investment professionals
Retirement Advisors 
Insurance professionals

A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them. 

One of the main benefits of having a financial plan is that it can help you balance competing financial priorities. A financial plan will clearly show you how your financial goals are related--for example, how saving for your children's college education might impact your ability to save for retirement. Then you can use the information you've gleaned to decide how to prioritize your goals, implement specific strategies, and choose suitable products or services. Best of all, you'll know that your financial life is headed in the right direction.

Creating and implementing a comprehensive financial plan generally involves working with one of our financial professionals to:
  • Develop a clear picture of your current financial situation by reviewing your income, assets, and liabilities, and evaluating your insurance coverage, your investment portfolio, your tax exposure, and your estate plan
  • Establish and prioritize financial goals and time frames for achieving these goals
  • Implement strategies that address your current financial weaknesses and build on your financial strengths
  • Choose specific products and services that are tailored to meet your financial objectives
  • Monitor your plan, making adjustments as your goals, time frames, or circumstances change
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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.
 


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