Anne Clayton Financial Strategies
Family Values Focus
We understand and value family, farming and small business.
Growing up in small family owned business' and being active members of our farming communities, we understand the common dynamics and can relate to your circumstances. We want to know and understand your needs, wants, and long term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your situation.
We understand the challenges families face today in all life stages.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. As a Certified Wealth Specialist ™, Anne believes in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. We see our clients as an extension of our family and want you as a client for life.
We invite you to check out all the material on our website. If something prompts a question, please send a quick email or call the office, 217-374-6051. We would enjoy speaking with you.