Retirement Planning & Wealth Management
Founder and Independent Wealth Manager,
Carl McClurg Jr - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives.
He strongly believes this can only be achieved by first getting to know each client on a personal level. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.”
Every person’s finances are a puzzle that can only be solved through listening. When we begin to work together, we conduct an active listening session in which we seek to conceptualize all the moving parts of your life that could affect you financially. Your family, what drives you and lifestyle desires. Only when we have reached a deep understanding of your life does the financial part of our process begin.
FINRA License: Series 6, 63, 65
Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment adviser. Complete Wealth Strategies and Ohio Pension Consultants are not affiliated with Cambridge Investment Research, inc.
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