We'll show you how to safely descend your financial mountain

Nestled in the beautiful hardwoods of Northern  Michigan stands an Advisory Firm that puts our clients first. We are a true independent  firm with a system designed to craft low risk low volatility portfolio based on the individual's retirement plans. Our plans are designed to be opportunistic in good times and defensive in bad times to help keep clients out of h arms way.

We believe in Tactical Asset Management where our platform of Private Wealth Managers can go "Risk off" to cash, take advantage of the stock market if it goes up or down and can potentially earn money for our clients if interest rates increase or decrease.

For retirees, pre­ retirees and conservative investors, we do NOT believe that "Buy & Hold" and Asset Allocation Models are appropriate,  considering investor losses could be 50% in the  S&P 500 as we experienced  during  the  Great Recession.

At CLC Investment Advisors, we strive to provide our clients with low risk and low volatility portfolio management. Through our Retirement Designed Money
Management System, we look after our clients by providing them with portfolios to help protect what they've worked so hard to build.​

Our Services:

  • Asset Protection
  • Final Expense Planning​
  • ​Fixed Annuities
  • Income Replacement
  • Investments​
  • Life Insurance Planning
  • Long Term Care Planning
  • Retirement Financial Planning
  • Riskalyze Program
  • Tactical Management

We are a proud member of the safe money places agent network

The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy. 

The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. 

Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​