Offering an integrated, independent, fully personalized REGISTERED INVESTMENT ADVISORY to those seeking a conscious relationship of clarity with their money and future dreams as they navigate through life with it's many changing choices, transitions and opportunities. Offering a Partnership of Wholeness & Dynamic Conscious Care afforded your Wealth and Well being.
In our view there is something frighteningly missing in the world of financial planning, wealth-building and investment portfolio management today. Are you ready to be proactively Wealth-Conscious about the kind of life - and retirement lifestyle - you are paving? Our proprietary FINANCIAL NAVIGATION SYSTEM (FNS) and full service independent, life-engaging professional counsel.
In our view there is something frighteningly missing in the world of financial planning, wealth-building and investment portfolio management today. Are you ready to be proactively Wealth-Conscious about the kind of life - and retirement lifestyle - you are paving? Our proprietary FINANCIAL NAVIGATION SYSTEM (FNS) and full service independent, life-engaging professional counsel.
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These are good questions and very real concerns. And there are good reasons to be unsure of the market and nervous about portfolio security - particularly if you are over 50 and either retired or hoping to retire within the next decade or so. I'm not a dooms-seer, nor a fear-sensationalist. In fact I am told that I am notably even-keel, proactive and optimistic.
As a culture we seldom even talk about our money or our relationship to it with any real conscious integration with how our money is actively serving (or not serving) that which we hold most near and dear in life. As a consequence, we often end up living lives that serve our money needs instead of truly knowing how to have our money serve our life purpose, dreams and values.
There are hundreds of choices when it comes to selecting a person and firm to help you plan, manage and protect your financial assets. Clements Investment Management is distinguished in being a Registered Financial Advisory Firm, a designation holding the highest standard of fiduciary responsibility to their clients.*
At Clements Investment Management, Inc. we pride ourselves on offering you a uniquely customized, comprehensive, and carefully crafted investment strategy and structure based on your unique matrix of needs, goals, values, circumstances, concerns and vision for your life.
Everything is up front, on top of the most current trends, and freed of the limits imposed in traditional bank house offerings, where many still may simply keep their investments without having reviewed their performance track record against other investment opportunities and more customized goal-based strategies.
Everything is up front, on top of the most current trends, and freed of the limits imposed in traditional bank house offerings, where many still may simply keep their investments without having reviewed their performance track record against other investment opportunities and more customized goal-based strategies.
Unique to our process is a life-clarifying progression of self-reflective steps that will help you to design your optimal financial life. The life-values process will allow you to make decisions about current priorities, dreams and desires on a daily basis that are concomitant with your long range financial vision.
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