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Clayton Financial Services, Inc. provides a wide array of financial planning services as well as investment management services. We also have two different fee structures that are designed to provide the appropriate level of service for each individual’s needs.
Services
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The client selects their overall target portfolio based on their risk tolerance. For example, they may decide they would like to have a portfolio with a target of 60% equities and 40% fixed income. Once the overall allocation has been selected, Clayton Financial manages the individual positions within a portfolio on a discretionary basis. Discretionary means that Clayton Financial will make and implement decisions regularly without prior client consultation. Overall objectives are discussed with the client at meetings, but daily decisions are the responsibility of Clayton Financial.
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On a quarterly basis, the client will receive a portfolio summary that will include their personal rate of return. This summary will also include a benchmark, which allows the client to see how they performed compared to the indices (which have no management fees).
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The client will have meetings with a planner from Clayton Financial on a schedule that is determined on an individual basis.
We also answer questions on topics such as Social Security, employee benefits, and debt management. Many financial planning questions are client-specific and we are happy to help you get the answers you need.
Our fees... |
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