A seasoned financial advisor, Clay Netherlin draws from over two decades of experience to guide families towards reaching their overall financial and retirement goals. Working closely with clients to discover their individual needs and objectives, Clay creates personalized plans that align those needs with the appropriate financial solutions. He is passionate about educating clients, helping them make informed financial decisions, and alleviating the burden families face in preparing for retirement.
Clay’s extensive background encompasses investment planning, insurance, and employee benefit plans. Through his dedication to the fiduciary standard, Clay assists clients with risk management, income generation, and asset preservation. Clay currently holds his Series 7, 9, 63, 66, and life and health insurance licenses.
Originally from Chandler, Arizona, Clay still resides in his hometown. In his free time, he enjoys traveling and spending time with his family. Clay is also a proud supporter of Gabriel’s Angels, which provides support to at-risk children through pet therapy.
Investment advisory services are required to be provided in accordance with the fiduciary standard- this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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