217-374-6051 anne.clayton@lpl.com

Our firm

Focused on family.  Focused on values.

Anne Clayton Financial Strategies provides financial services to clients in White Hall, Illinois, and the surrounding areas.  Our firm’s objective is to be the first choice for financial advice in the communities we serve.

We set ourselves apart from other financial firms by providing a high level of service, ethics, and professionalism.  These standards empower us as we work to better our industry, our clients’ lives, and the communities in which we live.

Why us? It's all about you.

When you talk, we listen.  Our clients are family.

Our consultive approach begins with an in-depth discussion about you.  The most important part of our job is taking time to listen to you.  We also ask “what if?” questions to help understand the dynamics of your current financial situation, needs, and goals.

We build lifelong relationships that extend into future generations.  As our client, you and your family are considered an extension of our own family.  All of our energy, commitment, and efforts are focused on you and your satisfaction.  Your needs are always put ahead of our own, and we are committed to doing the right thing for you at all times.

We work for you rather than shareholders.

Anne Clayton Financial Strategies is an independent financial services firm, which means we maintain our independence from Wall Street, big banks, and insurance companies.  We are not pressured by corporate interests and have the freedom to focus on providing the products and service that works best for you.

We have chosen to work with LPL Financial.  LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com

About Anne

Anne Clayton is the founder and owner of Anne Clayton Financial Strategies.  As a Certified Wealth Strategist®, Anne focuses on forming deep and meaningful relationships, measuring success against the client’s goals rather than arbitrary market benchmarks.  She follows a holistic approach that takes into account the client’s entire financial picture to help connect their goals with a concrete plan to achieve them.

Anne got her start in the financial industry through banking, where she learned the loan process and helped get a new bank branch off the ground.  While in banking, Anne discovered that many families in rural communities don’t have easy access to professional financial advice.  To fill that service gap, she took a leap of faith and switched careers in 2004.

Determined to succeed, Anne leaned on the relationships she developed during her banking career as well as her “outside the box” thinking to build her financial services practice one client at a time.  She runs her practice by treating people the way she likes to be treated, a lesson she learned early in life from her father.

In 2010, Anne became an independent professional to broaden the pool of products and services she is able to provide.  As an independent professional, Anne is not an employee of an investment or financial services firm.  She is an independent business owner and has the freedom to structure her business in a manner that best serves her investing clients.

Anne and her husband, Matt have two sons, Blake and Bryce.  They enjoy raising and showing sheep as a family.

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What we do

We educate and guide clients to make confident financial decisions through all life stages.

Today’s families face enormous financial decisions.  Form managing debt, to saving for college, to retirement, these decisions can feel overwhelming.  Our aim is to utilize all available resources to help you make confident decisions, pursue your goals, and thrive.

We support the diverse needs of individuals, families, and small businesses.  Our clients cover a wide base including young professionals, farmers, business owners, retirees, and everything in between.

Comprehensive Financial Planning

Financial planning organizes how you handle your money so you can feel comfortable and confident with your finances.  A comprehensive financial plan should serve as a unique financial roadmap, providing guidance for every aspect of your financial life.  We help you set financial goals at the beginning of the planning process, then build a plan tailored to you based on your monthly cash flow, debts, savings, retirement accounts, insurance, and more.

Investment Management

Investment management is about ensuring every one of your hard-earned dollars is optimized to work for you.  At Anne Clayton Financial Strategies, we offer a complete range of tailored investment solutions to build the right portfolio for you.  We consider your risk tolerance, investment time horizon, personal goals and beliefs, tax circumstances, and cashflow needs into any investment decisions.

Estate Planning

Many people put off estate planning because they think they’re too young, they have plenty of time, or they just don’t want to think about their own mortality.  The truth is estate planning is for everyone, and the best time to start planning is now.  Working in conjunction with an attorney, we can help you determine who will receive your assets and how to minimize the amount of taxes to be paid for your assets to pass to others, and ensure your estate is transferred quickly and efficiently.

Retirement Planning and Income Distribution Strategies

The decisions you make as you approach retirement can make or break your retirement success.  It is just as important that you have a plan to distribute your wealth throughout retirement, as it is that you have accumulated enough money in the years leading up to it.  At Anne Clayton Financial Strategies, we provide sustainable  income distribution strategies to make sure your wealth lasts as long as you do.  We can help determine safe withdrawl rates, how your portfolio should be allocated in retirement, when to take Social Security, and what other sources of income you may have.

Insurance Services

Shopping for Insurance?  Our sister company, Access Investment And Insurance Services Inc., can help save you time, aggravation, and money.  Access Investment And Insurance Services Inc. specializes in business, health, life, auto, homeowners, farm and motorcycle insurance. www.aiisi.net

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Contact Us

101 N 3rd Ave, PO Box 77, White Hall IL  62092   Fax:  217-374-6051    ph:  217-374-6051

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Securities and financial planning offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.

The LPL-registered representative associated with this page may only discuss and or transact securities business with residents of Illinois, California, Texas, Florida, Iowa, Indiana, Kentucky, Missouri, Oklahoma, South Dakota.

Copyright © 2022 Anne Clayton Financial Strategies

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