Retirement Planning
Strategies based on goals, assets, needs, and retirement timelines.
CLC Financial Services
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About CLC Financial Services
A financial services firm in Lumberton. CLC Financial Services offers retirement planning strategies through conversations about clients' goals, accumulated assets, timelines, and future needs. Its services include asset management, legacy planning, insurance, and retirement income planning. The firm also works with businesses on benefits, defined benefit pensions, and succession plans, while its health care services cover individual programs, group programs, and Medicare. Federal employees can register for the FedImpact Retirement Workshop. CLC Financial Services has offices in Lumberton, Fayetteville, Charleston, Wilmington, and Elizabethtown. Securities and advisory services are offered through CreativeOne Securities, LLC, with advisory services also available through CreativeOne Wealth Registered Investment Advisors.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Asset Management
Planning to help assets work together.
Insurance Services
Coverage planning for unexpected needs and health care.
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