Affiliated Relationships

* Fee for Services Investment Advisory services offered exclusively through HTK.  For complete information on services offered and associated costs, please refer to the applicable Form Adv or Form CRS

* Securities We can offer you a choice of a portfolio of mutual funds, variable annuities, and other securities products through HTK. For complete information on services offered and associated costs, please refer to applicable Form Adv or Form CRS.

* Insurance Services Clayton/Montgomery Group can offer you a choice of an almost unlimited selection of life and health insurance, disability and long-term care insurance, and fixed annuities through an independent network of over 400 top rated insurance carriers. We have the experience to handle your specialized needs, especially in the area of estate planning, business succession, and hard-to-insure cases.

* Outside Financial Services requires broad, diversified knowledge and skills; where we do not have the expertise you need, we will bring you together with the specialists who can help meet your specific needs. Clayton/Montgomery Group maintains affiliations with the best in the industry to help you meet your financial goals.