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