Our Process

Our Process

As a planning-based practice, each client relationship starts with a comprehensive financial plan based around goals we identify and develop together.

Our Philosophy

Our Philosophy

At Climer Wealth Management Group, we believe in service over self. If we serve our clients well, then we know the business takes care of itself. 

Our Approach

Our Approach

We value our clients like we value our families. We are there for you throughout your financial journey and for the generations to come.

Our Services

Our Services

We know there is a broad range of financial questions and challenges faced by families. We are here to provide a variety of services to help support you and your family, including:

  • Retirement and Estate Planning Strategies
  • Asset Allocation and Protection Strategies
  • Social Security and Medicare Planning
  • Insurance
  • Cash and Liability Management
  • Coordination with Family Advisors (CPAs, Attorneys, etc.)
  • Financial Education for Heirs
Estate Planning

Estate Planning

Estate planning is a priority for our team and is involved in our development of comprehensive financial strategies. Our team is here to get to know your needs and support you as you develop an estate plan. We also have useful articles, calculators, videos, and presentations that you can review to familiarize yourself with the topic.

Meet Our Team

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