Don't miss a single episode! Subscribe to the podcast now!
What does CLP Financial Group do?
We bring holistic planning to working class families. The high net worth – people with 10 million and more – have always had access to holistic planning with the attorney, the financial advisor, the stockbroker, the insurance agent, and the accountant collaborating on their behalf. But the working class have rarely gotten that. The working class, people who have needed it the most, have primarily been served by salespeople selling investments, annuities, trusts, wills, and tax returns. We are changing that! We care for clients’ entire financial picture so that all the pieces work together holistically. We work collaboratively with a network of financial professionals, estate planners, attorneys, and other experts who make sure that our clients get the specialized advice they need.
What sets you apart from others?
What sets us apart is that CLP Financial Group has specialized divisions within our company. Such as Woman’s Worth. Woman’s Worth is all about empowering female clients to ask questions and take ownership of their financial security, to understand their options and individual needs so they are better prepared to take on the financial burden themselves when the time comes. According to WISER (Woman’s Institute for a Secure Retirement) 80% of women will die single. We have a tax and accounting division where we prepare individual, business, and non-profit income taxes. We also provide accounting and bookkeeping services.
What we are best known for in the 757 is for our retirement income planning services.
What is your slogan and why is it your slogan?
“Everyone needs a financial coach in their corner” Many people have no idea where to find the answers to the financial questions running through their mind. It’s also difficult to know who to trust for good financial advice. Add to that the sheer complexity involved in financial planning and how overwhelming it can be to get organized. It’s no wonder that people don’t know how to begin and who to turn to. Money doesn’t come with instructions. You need a Plan! You need a Coach!
Why do you do what you do?
I was blessed to grow up in a financially literate household. Unfortunately, that’s not the case for most folks. If you don’t know, what you don’t know, how are you supposed to know what questions to ask??? Financial education is key. I want everyone to be able to make better, informed decisions and feel confident about their financial decisions. Because not asking is no excuse for not knowing. Once financial education is achieved, we can move on to solidifying generational wealth.
What’s your primary goal when attracting new business?
Value – Can I provide value to this client? If I can help or give you some guidance on the first visit – I do – free of charge. My primary goal is to educate and put you in a better position than you were before we met. That’s why we have free webinars available. Education is key.
For More Information:
Facebook: CLP Financial Group Inc.
Twitter: CLP Financial Group @clpfinancial
And don't forget, if you would like to see someone featured on the show, please send a message to Share@Living757.
Want to watch the video version of this? Click here!
If you can never get enough true crime... Congratulations, you’ve found your people.
This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.