Clements Investment Management, Inc. | Integrative Financial Products

Integrative Products

Investment products we review, evaluate, and incorporate into your customized Financial Navigation System (FNS) with us.

ESTATE PLANNING:

Trust Planning
Managed Account and Reporting Systems
Income Portfolios (cash flow)
Investment Portfolios (wealth building)
Estate Planning
Special Needs Trusts
Charitable Gifting

BUSINESS PLANNING:

Partnership & Buy Sell Agreement Planning

Business Continuation

Business Transition Planning

INVESTMENT INSTRUMENTS

IRA's

Mutual Funds

Stocks and Bonds

Alternative Investments (i.e, Green)

Charitable Gifting & Legacy Structures

INSURANCE PRODUCTS INTEGRATION:

Group and Individual Policies

Disability & Long Term Care

Life Insurance Policies

AND OUR CORE INCLUSIVE SERVICES

Financial Navigation System (FNS)
FNS Private Executive Retreats & Counsel (Clarity Mapping Retreats)
Core Values & Life Assets Assessment Process
Cash Flow Analysis
Ongoing Easy Availability to Talk as Things in Life Arise