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4193159792

                                                  Start, Build and Protect Your Investment Future

Wealth Accumulation

  • Start Your Investment Journey
  • Learn the Basics of Investing
  • Start Your Adaptable Plan
  • Build Wealth
Learn more

Navigate Life Changes

  • Career Changes
  • Family Planning
  • Grow and Protect Your Wealth
  • Additional Sources of Income
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Retirement Planning

  • Prepare for Exiting the Workforce
  • Learn How to Mangage Investment Income
  • Leave a Legacy
Learn more

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We'll Help You Mold Your Financial Future

We understand that you want a retirement plan but worry about the cost and the headaches. We try to understand you so we can find the most dynamic plan there is that meets your needs. 

Our team of professionals have years of experience in financial and insurance services. We can help you address your needs of today and for many years to come. We look forward to working with you.

You Are Our Most Valuable Investment

Our first priority is helping you take care of you. We want to educate and help as much as possible. We foster long-term relationships that encourage open and honest communication which has been the cornerstone of Clay Financials success.

Contact

Clay Financial

Office: 4193159792

Mobile: 4198062986

12870 Trade Way Four

Suite 108

Bonita Springs, FL 34135

Series 7, Series 66, Accident Life & Health Insurnace, Property & Casualty Insurance

stephen@clayfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Clay Financial and Securities America are separate entities.

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