Services

Wealth Accumulation

 Growth and management of you investment portfolio and retirement savings 

Insurance/Risk Management

 The risk to your investments and financial future of you and your family or business can most effectively be managed through insurance.  We specialize in Life and Long Term Care Insurance Strategies for high net worth individuals as a way to reduce risk, protect our plans and avoid taxes.  Clover Leaf Wealth Strategies LLC also has a large portfolio of Group Employee Worksite Benefits. 

Financial Coaching

 Do you need help organizing your finances, making a budget or developing a debt reduction strategy?  Clover Leaf Wealth Strategies is here to help. 

Strategic Planning

Estate/Business Continuation/Succession Planning/Tax Strategies/ Legacy Planning/Special Needs Financial Planning  

Contact Cortney

Securities offered through Woodbury Financial Services Inc (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or maketing, names, products or services referenced here are independent of WFS.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.  When you access one of these websites you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.