Second Opinion Service:

If you are not yet a client I invite you to come in and sit with me to determine if your current plans are aligned with your financial goals. If you are unsure if you qualify for a meeting ask yourself this one question:

“Do you know exactly how much money it is going to take for you to be able to retire comfortably – and remain comfortably retired?”

If you answered “No” to this question and would like to have this discussion, please call or email me today. This is a complimentary meeting and the coffee is on me.

Let's start the conversation

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Disclosures

Kevin Clouse, NMLS # 1274494 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.