CLN Financial is a full-service investment management firm committed to helping clients reach their financial goals in whatever stage of life they are in. Your plan today may not be the same ten or even five years from now. As your life changes, new challenges and goals present themselves and your plan needs to emulate those changes. We get to know you on a personal level and you become part of our family. This kind of relationship benefits both, the client and advisor when planning your investment strategy because like family, we want what is best for you.
At CLN we have a wide array of tools at our disposal to custom-fit your portfolio according to your goals and needs. Whether it’s a 401(K) rollover, choosing your pension options, income planning, insurance or more, we can create a plan that works for you and only you.
Our experience ranges from the insurance, financial and banking industries to combine for a diverse culmination of knowledge. We take great pride in putting that experience to work for our clients. When you become a client of CLN, you become surrounded by a team that is ready and willing to assist with putting your life’s work to work. We also have relationships with a variety of industry professionals so if we do not offer a service, we can guide you in the right direction.
Our most valuable asset in life is time so it’s very important that you use your time wisely to assure your future success. It is our goal at CLN to make sure that the time you spend with us will lead to the fulfillment of your goals and dreams.
Fort Wayne, IN 46845
Phone: (260) 426-1832
Fax: (260) 440-3739