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: scott.thompson@lpl.com