About us – Clayton Biltmore

Protecting Futures

We have many years protecting our clients’ financial futures. Ask us about how we can help you determine the right retirement plan.

Tax Free Retirement

If you’ve left work entirely behind you, any amount owed to the IRS will come out of your retirement income and savings — both of which are intended to last the rest of your life.

However, there are strategies you can implement to minimize or eliminate your tax bill, which translates into more money staying with you. One option is a Roth IRA or Roth IRA conversion. There are other strategies too so let us help determine if one of those strategies is right for you

Retirement Income

If you have saved for retirement you don’t want to have to worry about losing your “nest egg”. Let us show you how we can protect your principal and provide you with worry-free retirement income.

President

Bruce Schragin

Bruce Schragin is President of Clayton Biltmore Financial and a Certified Financial Fiduciary (NACFF). He has extensive experience in the financial area helping clients plan for a stress-free financial retirement. In addition to extensive experience in Finance, Bruce is also an MBA from Washington University in St. Louis and has taught Undergraduate and Graduate Business Classes at the university level.

At Clayton Biltmore Financial our team of experts focuses on one client at a time providing insightful analysis and a customized retirement plan designed to meet their individual retirement objectives.