You come first with Clover Wealth Partners. Our services start with your financial and life objectives. What are your dreams and goals? Where are you at now, and where do you want to be in the future? Whether you are in your early years just starting out, or you are older and need to maximize your ability to retire, we work with all types of individuals and families. We can help you maximize your benefits, retire, and get through your retirement. And inherited wealth is always part of the plan because a tax-advantaged multigenerational legacy is our overarching goal for all of our clients.
If you are an entrepreneur or business owner, we can help you explore the many opportunities and ways you have to compensate yourself and your employees in a tax-efficient manner, and protect your business and family from the many risks of potential adverse events. We start with a custom financial plan built around you, then we implement the steps to help get you there. We can help you leverage your business and make a plan to exit, whether you want to retire or just have the choice to take time off exactly if and when you feel like it.
Just Starting Out, Maximizing Your Benefits, Building Your Life and Dreams
Looking Toward Retirement, Enjoying Retirement, Inheriting and Transferring Wealth
Leveraging Business Ownership, Creating and Protecting Your Legacy, Exiting to Retire
Core Services List
We design our services as a “one-stop shop” for our clients’ convenience, so that you only have to make one call when you need something done. While we are licensed to handle many of your financial services needs ourselves, we also have a network of partners and providers we utilize for specific things, such as property & casualty insurance.
We frequently work alongside CPAs and estate attorneys, either your team or ours, to help you with tax planning and complex estate planning needs. For those with relatively simple estate planning needs, we have software overseen by attorneys nationwide that can provide the preparation of estate documents tailored to you and your state’s laws.
- Financial planning
- Asset management/investing/wealth management
- Retirement planning/retirement income planning
- Life insurance
- Estate planning
- (Wills, powers of attorney, medical/health directives, trusts)
- Education/college funding planning
- Tax planning strategies
- Multigenerational wealth transfer
- Group retirement plans for business
- (401(k) plans, solo 401(k)s, SEP/SIMPLE IRA plans, etc.)
- Deferred compensation plans
- Exit and succession planning for business owners
- Key man/person policies
- Buy/sell agreements
- P&C insurance
