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3 Tips for Financial Health in 2021

Talking about finances, in the appropriate setting, should not be a taboo, and at McClellan Wealth Management, our mission is to make clients feel comfortable and confident with their finances

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3 Tips for Financial Health in 2021

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  1. *Add below each business description: ​McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ McClellan Wealth Management is a boutique wealth management firm in Birmingham, AL. We specialize in providing tailored wealth management solutions for individuals who want to ensure they don't outlive their money. At McClellan Wealth, we ensure that our clients receive the professional services they want and need by providing attention to detail. We are a firm with experience who can help you manage your wealth efficiently. At McClellan Wealth, our clients' success is our success. Integrity, competence, and diligence are our core values. If you'd like to know more about McClellan Wealth Management, visit https://www.mcclellanwealth.com/​. You may also call (205) 208-9868 or send an email to josh@mcclellanwealth.com if you have any questions. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~

  2. McClellan Wealth Management of Birmingham, AL, is a firm created to provide professional service to each client. We are dedicated to giving personal attention to each client to ensure we meet their needs and what they want to achieve. With our team's years of experience in the field of financial management, we can provide you with quality service you deserve. We believe when it comes to wealth and estate management, you should only trust a dependable and trusted firm and never settle for anything less. Learn more about McClellan Wealth Management at ​https://www.mcclellanwealth.com​/. You may also visit us at 3300 Cahaba Rd. Suite 216 Birmingham, Alabama 35223, or drop a note to josh@mcclellanwealth.com​. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ McClellan Wealth Management is a boutique financial planning and investment advisory firm in Birmingham, AL, specializing in tailored wealth management solutions for a more sophisticated clientele. Josh Slocum, of McClellan Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®). Before he started McClellan Wealth, he was privileged to work for Merrill Lynch in the Birmingham office for almost nine years. After leaving Merrill Lynch, he worked for a smaller boutique financial planning firm in Birmingham, which motivated him to launch his independent practice. With Josh's knowledge, extensive experience in the financial management field, and his attention to detail, he can provide you with advanced technical support to help you succeed. If you'd like to learn more about McClellan Wealth Management, visit https://www.mcclellanwealth.com/​. For questions, feel free to call (205) 208-9868 or send Josh an email at josh@mcclellanwealth.com McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ Some financial firms put the interest of their advisers and shareholders first, and their clients' next. At McClellan Wealth Management, we always put our clients' interests first

  3. by acting as fiduciary. On top of prioritizing our clients' needs before ours, we are also dedicated to giving our clients full personal attention to help ensure we meet their needs. Moreover, our team at McClellan Wealth is knowledgeable and experienced. We design strategies to help meet your wealth management needs. Josh Slocum, a Wealth Manager of McClellan Wealth, has extensive experience in wealth management. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) and had the opportunity to work for Merrill Lynch's Birmingham Office for nine years before moving on to a smaller boutique financial planning firm in Birmingham. The latter motivated him to launch his independent practice. Learn more about Josh and his team at ​https://www.mcclellanwealth.com/​. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ McClellan Wealth is not your ordinary wealth management services firm. With our advisors' extensive experience and knowledge in wealth management, we're among the few Birmingham, AL firms that can provide expert and professional services to ensure your financial success. Our team of dedicated and trustworthy financial advisors at McClellan Wealth always make sure that each of our clients receives personal attention, making us the wise choice for your financial planning needs. Our services include Estate Planning & Trust, Philanthropic Planning, Executive Benefits Planning, Investment Management, Tax Minimization, Retirement Planning, Risk Management, Insurance Review, and Educational Planning. If you'd like to know more about McClellan Wealth Management and our team, you may visit https://www.mcclellanwealth.com/. Contact us today at (205) 208-9868, and let us help you ensure you don't outlive your wealth. ~ Not all financial management firms can offer comprehensive risk management. Fortunately, if you're around Birmingham, AL, or in the surrounding areas, McClellan Wealth Management can provide you with a comprehensive risk review and help you efficiently manage risk. Risk Management is one of our core focuses and strengths. Our risk review includes property, casualty, health and disability insurance, asset protection trusts, survivorship protection, and life insurance. In terms of investment risk, we have developed unique risk management tools that help navigate our clients' investments as we engage in an ongoing process of assessing risk to help maximize return and preserve wealth.

  4. If you're interested in how we can help you manage risk, give us a call at (205) 208-9868. You may also visit ​https://www.mcclellanwealth.com/​ to learn more about McClellan Wealth Management. ​McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ McClellan Wealth Management is a boutique wealth management firm in Birmingham, AL, specializing in investment management. With our extensive experience and knowledge, we can provide all of our clients' premium investment management services. For over a decade, we at McClellan Wealth Management handled and helped many clients meet their financial goals. At McClellan Wealth Management, we serve multiple capacities within our investment management initiatives with the same end goal. That is to work with our clients to develop a plan that will help lead them to their financial success. Contact McClellan Wealth Management if you're looking for a trusted wealth management firm in Birmingham, AL, that can provide you with reliable and result-oriented investment management help. Give them a call at (205) 208-9868 or visit https://www.mcclellanwealth.com/​. ​McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ Are you a Birmingham, AL, executive looking to get comprehensive benefit planning for your employees? If so, you should only trust a dependable and results-oriented advisory firm like McClellan Wealth Management. With over a decade of extensive experience with executive benefit planning, McClellan Wealth Management can guide and help you build a comprehensive financial, tax, and estate planning approach that can benefit your employees and your company. Our executive suite of services includes pre-IPO planning, 10b5-1 planning, rule 144 and section 16 review, executive stock option planning, and robust equity strategies. If you'd like to learn more about our Executive Benefit Planning services, visit https://www.mcclellanwealth.com/​ or give us a call (205) 208-9868 and look for Josh Slocum. ​McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ Employer benefits can represent a significant portion of corporate executives' net worth and financial security, making it an important aspect that every executive should pay attention to. When it comes to executive benefit planning, working with a dependable and experienced

  5. advisory firm like McClellan Wealth Management can help you build a comprehensive financial, tax, and estate plan approach. McClellan Wealth Management is a Birmingham, AL, boutique financial planning and investment advisory firm specializing in Executive Benefits Planning. With our experience and knowledge, we can help you create a financial plan that will help you understand and navigate the employee benefits that your company has provided. We will help you bolster your employees' morale and help you create a financially secure workforce through comprehensive employee benefit planning. If you'd like to learn more about how McClellan Wealth Management can help you and your company, give us a call at (205) 208-9868. You may also visit https://www.mcclellanwealth.com/​. ​McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ McClellan Wealth Management of Birmingham, AL, is a boutique financial planning and investment advisory firm specializing in tailored wealth management. Our experienced and highly-knowledgeable financial advisors can help ensure you don't outlive your wealth through premium investment management services. For over a decade, McClellan Wealth Management has helped its clients in Birmingham, AL, and in surrounding areas with their financial goals by helping to develop unique and individualized plans. Our investment management portfolio services include income, total return, and even a custom portfolio that addresses our clients' specific and unique needs. Contact McClellan Wealth Management today at (205) 208-9868 to learn more about our investment management services. Or visit ​https://www.mcclellanwealth.com/​. ​McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ Built on a foundation of knowledge and principles, McClellan Wealth Management does more than help in planning, growing, and securing your financial assets. We take into account your individual needs, your personal goals for your money, your family, and your future – and we work with you to make sure you’re completely satisfied with every aspect of the services you receive. If you’ve ever had an experience with a larger financial advisory firm that left you feeling more like a number than a person, then you’ll appreciate the McClellan difference right away. At our ​firm,​ we will take every extenuating circumstance and personal detail into careful consideration before we advise you on the best methods of growing and securing your funds. Your ​future financial​ well-being depends on how well your current wealth is managed, and McClellan​ understands this. We build wealth management plans designed to best benefit you,

  6. your family, and your future. Let’s talk about your investments. Contact us today. Visit our website at ​https://www.mcclellanwealth.com/​ or call us through ​(205) 208-9868. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ McClellan Wealth Management ​believes that financial security is just as much about planning for your legacy as it is about working to build and potentially safeguard your wealth in the present. And it’s much more fulfilling to spend your post-retirement years enjoying life on your terms when you know that your financial assets will be handled with the care and respect that they deserve. We, at ​McClellan Wealth,​ listen to clients talk about their families, finances, concerns, and goals for the future, we simultaneously build lasting relationships rooted in mutual trust and respect. These are bonds that go much deeper than the impersonal business-focused model you’ll find at most financial advisory firms. Schedule your consultation today and let’s plan for an even brighter, financially secure future. Check our website at ​https://www.mcclellanwealth.com/​. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ Owned and managed by Josh Slocum, a Certified Financial Planner, McClellan Wealth Management is built with integrity, competence, and diligence. These three words make up the foundation of McClellan Wealth Management. Josh founded the firm on the principles of integrity, competence, and diligence. These qualities are at the heart of every client interaction. Not only does Josh adhere to his fiduciary obligation to act in the best interest of his clients, he also is genuinely invested in each client. It is important to Josh that he forge a personal connection with his clients so he can get a more comprehensive understanding of their needs. It is our view that trusting your financial interests to McClellan Wealth Management is a smart choice. We hope it will bring you the help you want as you live in the present and plan for your future. Contact us today and schedule a meeting with Josh to discuss your needs, goals, and specific financial considerations. You’ve got everything to gain. Give us a call at (205) 208-9868 or visit ​https://www.mcclellanwealth.com/​. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ At McClellan Wealth Management, ​we put our client’s interests first by acting as a fiduciary. Unlike many other firms that put the interests of its advisers or shareholders first, we at McClellan shun these conflicts of interest, and feel it is our duty to educate clients as to why this

  7. is so important. Simply put, we are completely independent and objective in dealing with our clients. We are not Your typical Birmingham, AL wealth manager. ​McClellan Wealth Management’s approach to each individual starts with gaining a deep and thorough understanding of our clients’ ​financial assets​ and what matters most to them. Successful younger clients who are still growing their wealth and planning for their future have vastly different needs from those approaching retirement and ​looking to maximize​ what they have accumulated over the years. Get to know more about McClellan Wealth Management and our team, you may visit https://www.mcclellanwealth.com/. Contact us today at (205) 208-9868. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~ Have you ever ​planned for your financial future​ while enjoying the life you’re living today? McClellan Wealth Management has the perfect solution:​​Let us do the planning for you. Wealth management through McClellan is a full-spectrum service that takes into account the wide array of financial considerations and approaches them all with the same careful, custom-tailored attention. ​Our sophisticated solutions to wealth management are geared toward our forward-thinking clientele. Whether your ​need for financial advice​ has come to light through a life-changing circumstance or simply a desire to feel more secure about tomorrow, McClellan can help. We are equipped with deep industry knowledge and a focused commitment to doing right by each one of our clients, so you can trust that your money is in good hands. Let’s talk about your investments. Contact us today at ​(205) 208-9868. Or you may visit our website through https://www.mcclellanwealth.com/. McClellan Wealth Management, A Member of Advisory Services Network, LLC ~

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