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Clawson & Pelerin

440 W. Jubal Early Drive Suite 220
Winchester, Virginia 22601

16 Gaylord Lane
Marlton, NJ 08053

(540) 662-4642

833-Pelerin (833-735-3746)

Financial Planning

Helping You to Set Financial Goals...Then Pursue Them

We believe everyone has important financial goals, but although people often intend to plan for their financial future, they sometimes don’t quite seem to get around to doing so. No matter what your age or current circumstances, finances are a part of life and we feel that financial planning services can help you set up and maintain short and long term financial goals.

If you are young you may be just starting out on your own or building your career. Focusing on your financial goals may not even be on your radar, or might seem a bit daunting. You are never too young (or old) to seek financial planning services that can help you pursue your goals. Some financial goals you may want to think about include: settling your college debt, contributing to a 401(k) or other retirement plan, getting married, buying a house, or starting a family. If you already have children, how to prepare for their future college expenses. John Clawson or Mesmin Pelerin can create a plan tailored to your unique needs to include these goals. Or simply help you plan a budget you can stick to so you can work to pursue your goals in the order of importance.

The financial planning process  

On the other end of the spectrum, a person nearing the end of their career may be planning their retirement exit strategy and are overdue for setting their financial retirement goals.

As we age, the hope is our professional and private lives will be healthy and successful. But there are always the unexpected events that can take over one’s life in an instant. Financial planning will not guarantee happiness, but it can help you to feel more prepared for handling financial emergencies if they arise.

Financial goals will vary from person to person. Whether funding a child's college education, planning for a comfortable retirement, and every life experience in between we believe we all share something in common: the desire to be financially secure.  As your financial planners at Waddell & Reed, Clawson & Pelerin believe that with financial planning we can help to place you on the path to pursuing your financial goals.

Accumulation    

A saving and investing period that usually runs from your early working years until your late 40s.

Pre-retirement

A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.

Retirement

The time when you begin your post-work life and live off your investment income. 

Legacy

A time to pass down what you’ve learned and acquired to the next generation.

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"Dont be delinquent in payments to your future."

Cameron K. Reed
Co-founder, Waddell & Reed Inc.

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact us today.

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