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.