Services

Clayton Financial Consulting Group focuses on many services under the investments, financial planning and insurance umbrellas.

Investments

  • Annuities
  • REITS
  • Managed Accounts
  • Tax-Sheltered Investments
  • Mutual Funds

Financial Planning

  • Retirement Planning
  • Estate Planning
  • 401(k) Planning
  • Charitable Planning
  • Deferred Sales Trusts

Insurance

  • Life Insurance
  • Long-Term Care

To get started, you can request a personal consultation. Request a meeting or call us at 925-287-8880 — we look forward to helping you.