Welcome to the ClaroConnect finance professional matching process. We’ve developed the
most comprehensive matching tool to connect you to the right person for your financial needs. Many people are unsure how to find trusted advisors. Often, they ask a friend for a referral or are contacted by an advisor out of the blue. These are poor matches because even if the advisor works well with your friend, it doesn’t mean they are a good fit for you. The ClaroConnect
process allows you to contact one or more advisors who are a fit for exactly what you are searching for. The process starts with determining your needs and goals.
What problem can we help you solve? What are your core needs? Your goal isn’t to find an investment broker with a fancy degree and four designations after their name. Your real goal is
to save for retirement, insure your life or income to protect your family, or to complete an
analysis of your portfolio. We help connect you to the right people for your goals. That’s why the first question in our search process asks, “What services are you looking for?”
Financial Planning – This incorporates a full process of setting your goals and then analyzing
any financial decisions that may affect them. This may include setting a budget, financing your house, or the best ways to save for retirement.
Portfolio Management – Providing an analysis and recommendations for your investment
assets.
College Savings – Advice on saving money to pay for college expenses.
Retirement Savings – Advice on saving money for retirement expenses.
Life, Disability or Health Insurance – Insurance to cover your needs in case of loss of life, loss
of income due to disability and health insurance.
Estate Planning – Advice on structuring assets and transfers to minimize the impact of estate taxes.
Business Finances and Group Benefit Plans – Advice on business finances such as cash management, and on group benefit plans such as health, retirement, and life insurance plans
for employees.
Charity / Foundation Investments – Advice for public and private charities and foundations on spending plans, investment policy statements, and investment management.
Stocks – For individuals looking solely for advice with stock investments.
Bonds – For individuals looking solely for advice with bond investments.
