Business Details
Your Trusted Financial Partner for Retirement Success
Clelan and Company and Company has guided clients through market fluctuations and economic shifts for over three decades. Our approach centers on building trust through personalized financial planning tailored to individual life goals. We specialize in retirement strategies, asset management, and legacy planning, prioritizing clients' long-term financial security. Our team combines deep industry expertise with a commitment to transparency and ethical practices. By focusing on clients' unique circumstances, we help navigate complex financial decisions with confidence.Our founders' experience as family business owners informs our understanding of clients' balancing acts between personal and professional priorities. We maintain rigorous professional standards while delivering accessible, client-focused advice. Through continuous communication and adaptive strategies, we aim to provide clarity in financial planning. Our reputation stems from consistent, client-first service and measurable outcomes. We strive to empower clients to achieve financial freedom while preserving their quality of life.
Services
Retirement Planning
Investment Management
Estate Planning
Tax Strategies
Risk Management
Wealth Preservation
Charitable Giving
College Education Planning
Roth IRA Conversions
Portfolio Analysis
Highlights and features
- We offer 30+ years of experience in retirement financial planning
- Our fee-based independent planners prioritize client-specific needs
- We implement personalized strategies aligned with life goals and values
- Our team includes seasoned advisors with family business expertise
- We provide 24/7 access to updated financial information and resources
Associations and certifications
- FINRA
Services
Retirement Planning
Our retirement planning service creates customized roadmaps to help clients achieve financial independence. We analyze current assets, future goals, and risk tolerance to develop comprehensive strategies that address income needs, tax implications, and legacy planning. By integrating advanced software tools with personalized guidance, we ensure clients maintain financial security throughout their retirement years while adapting to changing market conditions.
Investment Management
We provide tailored investment management solutions focused on long-term wealth growth and preservation. Our approach combines thorough market analysis with individual risk profiles to create diversified portfolios. We continuously monitor market trends and adjust strategies to optimize returns while maintaining appropriate risk levels. This service includes regular performance reviews and transparent reporting to keep clients informed about their investment progress.
Estate Planning
Our estate planning service ensures clients' assets are distributed according to their wishes while minimizing tax liabilities. We coordinate with legal and tax professionals to create comprehensive plans that include wills, trusts, and beneficiary designations. This service addresses both immediate and long-term needs, providing peace of mind through organized wealth transfer strategies that protect clients' legacies for future generations.
Tax Strategies
We develop strategic tax planning solutions to help clients optimize their financial positions. Our approach identifies tax-efficient investment vehicles, retirement account options, and charitable giving opportunities. By analyzing current tax situations and projecting future scenarios, we implement strategies that reduce tax burdens while supporting overall financial objectives. This service integrates with broader wealth management plans for comprehensive financial optimization.
Risk Management
Our risk management service identifies potential threats to clients' financial security and implements protective measures. We evaluate insurance needs, including life, disability, and long-term care coverage, to create balanced protection strategies. This service ensures clients maintain financial stability against unexpected events while avoiding unnecessary coverage. We regularly review policies to adapt to changing life circumstances and market conditions.
People
Doug Clelan
Founder & Financial Advisor
With over 30 years of experience, Doug Clelan and Company and Company specializes in retirement planning and investment strategies. He combines practical business insights with personalized financial guidance, helping clients navigate complex decisions. His approach emphasizes long-term relationships and tailored solutions.
Denise Clelan
Founder & Financial Advisor
Denise Clelan and Company and Company brings extensive expertise in wealth preservation and estate planning. As co-founder, she focuses on creating comprehensive strategies that align with clients' values and life goals. Her client-centered approach emphasizes clear communication and ethical practices.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income projections, tax strategies, and personalized investment plans tailored to your specific goals and risk tolerance.
How do you approach investment management?
Our investment approach combines thorough market analysis with individual risk profiling to create diversified portfolios that adapt to changing market conditions while maintaining clear communication.
What makes your financial planning different?
We focus on personalized strategies built through deep client relationships, combining 30+ years of experience with continuous monitoring and adaptive planning tailored to your unique circumstances.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual consultations and digital tools while maintaining personalized attention regardless of location.
How are your advisory fees structured?
We use a transparent fee-based model aligned with client interests, with pricing based on the complexity and scope of services required for your specific situation.
What estate planning services do you provide?
We offer complete estate planning solutions including wills, trusts, and beneficiary strategies that ensure asset protection while minimizing tax implications for your heirs.
