Clayton Financial Group

At Clayton Financial Group, we are a leading provider of Personal CFO Services. As a boutique firm, we offer a variety of services, which are customized to you and your family. Our ultimate goal is to simplify your financial life, through organization and planning, and to deliver an unparalleled level of personal service. Personal CFO Services offered include: Objective, comprehensive planning Retirement planning - Cash flow management - Creation of tax-efficient income stream - Investment management design - Investment of your portfolio - Rebalancing of your portfolio Investment management Tax preparation - Including year-round planning and delivery of state and federal returns - Managing quarterly estimates Estate document review Independent insurance evaluation Review of and coordination of company benefits Banking and cash management Philanthropic services, including: - Family Foundations - Donor Advised Funds Expense management/bill pay services Executive compensation review, including but not limited to: - Incentive and Non-Qualified Stock Options - Deferred Compensation - Restricted and Performance Shares Assistance with business or personal travel By managing the Total Process, our goal is to provide you and your family with a comprehensive financial planning perspective and an investment strategy. Listed below are action items that represent components of the ongoing financial strategy.