Plan for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At CLC Investment Advisors, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

david-cadarette

David Cadarette Founder & CEO

David Cadarette

Founder & CEO

 

David Cadarette is the Founder and CEO of CLC Investment Advisors and has over 14 years experience in the insurance & financial services industry. David specializes in retirement planning and focuses on client's overall well being by designing portfolios that are specific to the individual and their goals and dreams.

David was the Captain of the 2000-01 Toledo Storm Championship Team and attended Buffalo State College in Buffalo NY (SUNY) and study Business. His minor league hockey career was with the Huntsville Channel Cats (SEHL) where he captured his second championship and had stints with the Toledo Storm ECHL (Detroit Red Wings NHL) and the Pensacola Ice Pilots ECHL (Tampa Bay Lightning NHL). David spends his time biking, kayaking, hiking and camping with his family. He currently lives in Northern Michigan with his beautiful wife Victoria and their 4 wonderful children.

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Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

ira-401k-rollovers

IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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To learn more about CLC Investment Advisors or to schedule a no-obligation meeting, contact us today!

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