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
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.
Bruce Schragin is President of Clayton Biltmore Financial. 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.
With me, the client is first and foremost. I live to serve others. After spending my commitment in the United States Submarine Service, I came back to the civilian workforce. To give you some perspective, after returning from the service and finding out, that my mother’s trusted financial advisor had lost her money while the advisor was still making money, I found a new mission…to help my mother and other folks avoid those types of situations. With my guidance, my mother was able to retire within 2 months and now has a secure financial future while leaving a legacy for each of her grandkids. I want to help others with my expertise and guidance so they can experience the financial security my mother and all my clients have.
In my spare time I lead a volunteer group in my local area that partners with several non-profit organizations to help underprivileged families and elderly people stay in their homes. I’ll treat you like family and I would do anything to protect and take care of my family. I’m fanatical about the success and protection of my clients’ financial future. Let me show you how I can help you plan a secure financial retirement.
Josh Wengert is a retirement specialist at Clayton Biltmore Financial. His mission is simply to deliver an exceptional experience. As his valued client, you will receive comprehensive advice, innovative strategies, customized solutions, and at all times, a positive attitude combined with honest communication. He brings a wealth of knowledge as a planning partner, and is eager to provide a superior level of professionalism that will empower others to make important retirement related decisions. For him, lifelong relationships have been earned one client at a time by exercising diligence, maintaining confidentiality, and leveraging technology.
Cortney has extensive experience supporting her team and caring for customers. She values and shares the ‘people first’ mindset that the Clayton Biltmore team embodies. She handles all communication and situations with grace.
In her spare time, she enjoys reading, baking, and hiking.