Complete Wealth Strategies
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6398 Suehaven Court -
Cincinnati,
OH
45248
www.saveandretire.net
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What is YOUR NUMBER? Do you know what your current savings will provide you in retirement? Will it be enough? Will Uncle Sam be your senior partner in retirement? Are you concerned about having enough income in retirement? We help our clients find the answers to questions like these. Do you have a plan?
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Carl McClurg Jr
- 513-886-5009
President / Wealth Manager
Services
401-k Rollover Assistance
Insurance - Annuities
Insurance - Health - Disability
Insurance - Long Term Care
Life Insurance - Business
and more...
Licenses
Licensed in OH, KY, IN, WV, OR, PA
Insurance
Annuities, life insurance, Disability and Long Term Care
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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Objective advice on achieving your financial goals may be best delivered by an independent financial professional. Your independent financial professional is not an employee of an investment or financial services firm – they are an independent business owner. They have the freedom to structure their business in a manner that best serves their clients. Your independent financial professional utilizes a broker-dealer who provides services that include processing investment business, marketing assistance, practice management, and education. In addition, a broker-dealer holds responsibility for regulatory compliance and adherence to securities laws.
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Q:
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What is the most common type of project or service your company provides?
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A:
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Retirement Planning and Wealth Management
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Project Gallery
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Carl McClurg, Wealth Manager
Founder and Independent Wealth Manger, Carl McClurg Jr -
utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives.
He strongly believes this can only be achieved by first getting to know each client on a personal level. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.”
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Testimonials
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How We Charge For Our Services
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401-k Rollover Assistance
- 0.70 to 1.00 percent of assets under management
Our professional management of our Tactical, Fact Based Investment models, typically cost our clients .70% to 1% of total assets under management, (depending on account size).
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Retirement Planning & IRAs
- 0.70 to 1.00 percent of investments purchased
Our professional management of our Tactical, Fact Based Investment models, typically cost our clients .70% to 1% of total assets under management, (depending on account size).
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