Our Approach

Clayton/Montgomery Group has a customary process. Working with you, Clayton/Montgomery Group 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. Clayton/Montgomery Group knows and understands 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.