Working With Us

Clover Leaf Wealth Strategies

A small business with much to offer.

When you are a client of Clover Leaf Wealth Strategies you are part of the family.  Our Financial Planning process utilizes a holistic approach to our fiduciary responsibilities.  Starting in banking, Cortney has worked in all aspects of a family or business’s finances from lending to investing, budgeting and cash flow.  Below is a list of our services.

Individuals and Families

We take a holistic approach to individual and family wealth planning including investing, lending, credit, budgeting, and more.

Business Services

Businesses come in all different shapes and sizes, and we’re here to help you with group benefits, retirement plans, insurance, and more.

Risk Management

Strategic use of life, disability, long term care and supplemental Medicare insurance provides solutions to mitigate risks for your family, employees or business needs.

Advanced Planning Services

We can help with special needs planning, trusts, and referral partners as well as estate planning, college funding, and more.

Individuals and Families

Comprehensive Financial Planning

Coaching

Debt reduction Strategies

Wealth Management

Investment

Fiduciary Guidance

Holistic Approach to include investing, lending, credit and budgeting

Retirement Planning

Money Management

Social Security Maximization

Pension Maximization

Risk Management

Life Insurance

Medicare Supplement & Advantage Plans

Long Term Care

Disability

Annuities

Survivor Income Needs

Business Services

Group Benefits

Retirement Plans

Executive Compensation Strategies

Keyman Insurance

Succession Planning

Buy/Sell Agreement Funding

Advanced Planning Services

Special Needs Planning & Trusts

Special Needs Referral Partners

Estate Planning

Tax Strategies

Charitable Giving

Business Succession Planning

College Funding

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Contact Us

703.844.9822

cortney@cloverleafwealth.com

43177 Nikos Street
Leesburg, Virginia 20176