Our Approach

Clayton/Montgomery Group has a proven process. Working with you, Clayton/Montgomery advisors will: * Help you set realistic goals. Clayton/Montgomery Group will help you explore new ideas, consider your options and make educated financial decisions. * Develop a plan to implement your goals. Our advisors know and understand financial planning** concepts, and can tailor a plan to coordinate your business and personal financial planning needs within your time frame. * Offer you the highest quality products and services.

The financial planning process requires a broad range of expertise. Clayton/Montgomery Group takes pride in its ability to bring together leading consultants and specialists with the technical expertise you need.

**Financial Planning and other investment advisory services are offered through Investment Advisor Representatives of HTK.