People near and in retirement have unique needs. Benefit from practical solutions that enhance your financial well-being, preserve your money, protect you from uncertainty, and fit your goals.
Enjoy financial peace of mind knowing where your money will come from month to month. We can develop a personalized plan that generates reliable income for as long as you live.
Greg Bernhardt is a Certified Financial Planner®. Drawing on years of extensive experience, he has helped investors, working professionals, families, and retirees achieve their goals for 30+ years. 
For retirement investors, “safe money” can be defined as the money we can’t afford to lose. After many years of hard work, many people look forward to enjoying life on their terms. Building a personalized financial plan that lets you maintain your preferred lifestyle and achieve your other goals is crucial.
At Clayton Financial Consulting Group, we will help you develop the right strategies that give you confidence and peace of mind in retirement. Fill out the form to the right or contact us to get started with an initial consultation.
