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 Road Suite 102
San Antonio, TX78247
Phone: 210-491-2319
Fax: 210-349-9983
Email: scott.thompson@lpl.com