Products & Services

At Clipper Wealth Management, we provide expert assistance in the following areas:

Investments

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

Financial Planning

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

Stock Information

 
 
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group 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: scott.thompson@lpl.com