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Products & Services

As a full-service, financial planning firm, Clipper Wealth Management, LLC offers a wide array of financial and retirement planning tools to help work towards the goal of optimizing your retirement/investment success. From hourly consulting, to long term care, to life insurance we have whatever you need to help you work towards where you want to be.

Here is a list of some of the services offered…

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Fee Based Advisory Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities


Financial Planning

  • Retirement Plans
  • Income Retirement Planning
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance

If you would like to know more about our Products & Services, please contact us at:

Clipper Wealth Management
16170 Jones Maltsberger RdSuite 102
San Antonio, TX78247
Phone: 210-491-2319
Fax: 210-349-9983
Email: [email protected]