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How I Can Help


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Each service is customized for every client including:

  • Retirement and Investment Portfolios for the short and long term
  • Current and Future Strategic Planning
  • Protecting Retirement Income

Specialties In:

  • IRA’s, 403(b)’s and After-tax Investments
  • Mutual Funds
  • Annuities
  • Managed Accounts

Cleaton provides personalized services for each client on an individual basis:

  • Free Initial Consultation
  • No Fees are changed unless the prospect and Cleaton chose to do business

Fee Types include:

  • Asset Based
  • Commission Based

Cleaton will thoroughly discuss the fee option that is best suited for you.

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