Welcome to CLC Investment Advisors

We are a financial services firm based out of Petoskey, Michigan that truly believes in educating retirees and pre-retirees about the importance of proper retirement financial planning. It's never too late to improve your situation or your financial goals. 

CLC Investment Advisor's mission is to provide you with true knowledge so you can make better decisions regarding your finances. You've worked hard for your money, now it's time to enjoy life, and let your money work for you!

"Compound interest is the 8th Wonder of the World. He who understands it... earns it... he who doesn't... pays it." -Albert Einstein
We are a proud member of the Safe Money Places Agent Network

Learn How to Descend Your Financial Mountain

(Watch Our Financial Sherpa Video Below)

Where Does Your Retirement Plan Need Improvement?

Retirement ​Income

Are you ready for safe and guaranteed returns on your money? If so, we'll show you which income sources are considered "safe" for your money that only offer guarantees with no risk of losing principal.

Financial Protection

Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation. There's a wide range of insurance products that provide solutions to help shield your money from

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income. The Personal Pension Plan "fills income the gap".

WEALTH TRANSFER PLANNING

Wealth Transfer is a financial concept that'll help you preserve your nest egg and distribute it in one of the most tax efficient ways possible. This helps your heirs avoid the "Tax Time Bomb."

Where We Help

  • Retirement Income
  • Financial Protection
  • Wealth Transfer
  • Fixed Annuities
  • Life Insurance
  • Long Term Care

Resources

CONSUMER'S GUIDE:
​How to Generate Lifetime Income with Fixed Annuities