CLC Investment Advisors

Our Story

Named in memory of David Cadarette's mother, Cathy Lynn Cadarette, CLC embodies a profound commitment to legacy and enduring growth. Inspired by her life and the rich meaning behind the company's namesake, David founded CLC 19 years ago with a dedication to helping individuals build a secure and prosperous future. The company's logo, a majestic tree, serves as a powerful symbol, reflecting David's personal philosophy rooted in Psalm 1:3: "A tree planted by streams of water, which yields its fruit in its season, And its leaf does not wither; And in whatever he does, he prospers." Just as trees provide shelter and stability, a sound financial strategy allows individuals to face life's uncertainties with confidence and peace of mind.

Meet Our Team

At CLC, our team of experienced professionals is passionate about guiding individuals like you toward their financial goals. We understand that each client's story is unique, shaped by a tapestry of dreams, aspirations, and life experiences. Your family's legacy is paramount to us, and we are dedicated to honoring the years of hard work and dedication you have poured into building a secure future.

Your Path to a Fruitful Tomorrow

Our process begins with a close, collaborative partnership, designed to deeply understand your individual needs and aspirations. We believe that planning for a secure and fulfilling retirement begins with fostering open communication and building trust. Together, we'll navigate the complexities of retirement planning, ensuring your strategy aligns perfectly with your unique circumstances.

We guide you through each step, providing the knowledge and support needed to make informed decisions:

1. Dream It: We'll explore your ambitions, concerns, and aspirations to fully grasp your vision for retirement. Let us delve into your family history and understand the values you want to pass on.

2. Plant It: With a clear understanding of your goals, we'll work hand-in-hand to cultivate a solid financial foundation, selecting the appropriate strategies and products tailored to your needs.

3. Enjoy It: As you savor the fruits of your labor, we will diligently monitor and adjust your plan, ensuring it remains on track to support your dreams throughout your retirement years.

How We Can Help

At CLC, we offer a comprehensive suite of services designed to empower you to achieve your financial goals. We'll work with you to develop a personalized strategy that encompasses the following:

• Grow: Our dedicated team helps you grow your retirement income strategies through carefully considered investment approaches and wealth management techniques. We explore opportunities in annuities, investments, and IRA/401(k) rollovers, always prioritizing growth and long-term financial security.
• Preserve: We understand the importance of protecting your hard-earned assets. Our preserve strategies safeguard your legacy through prudent life insurance planning, tax-efficient strategies, and long-term care planning. We prioritize preserving your wealth for generations to come.

• Give: Working hand-in-hand with your philanthropic goals, we can guide you through charitable giving and estate planning. Our expertise ensures your legacy extends beyond financial security, reflecting your values and making a lasting impact on the world.