Investments, Life, Long-term care, and Disability income insurance

 

 

 

 

 

 

 

My name is Jody Clayton.    Welcome.

As a financial professional I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs.    

Continuous education is very important to me.  I am a life long learner.  I believe that it is also essential for clients to understand their finances.  For this reason, you will find that I am very patient and will take the time to explain concepts, ideas, and products.  If you have any questions about your financial situation feel free to use me as a resource.

 

 My education and experiences have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a mishmash of unrelated products, I  use the following 6 step process with each client:

 

1. Understanding your goals and priorities
2. I conduct an interview to complete a factfinder
3. Complete analysis based on your individual facts
4. Recommendations are based on your unique situation
5. Implementing strategies when appropriate
6. Periodic Reviews

I am also very well networked in the Tampa community.  If you need a service or product please give me a call.  I look forward to helping you build your future.

Jody Clayton, CFP®

  

FRS Members

Do you know which proposals in Tallahassee will possibly affect your retirement if they become law?  Does your current advisor?  If you are unsure, call me at 813-482-9415 to get your questions answered in a logical and clear manner. 

 

Giving you all my best,

Jody