Private Client Services

Trust one firm for all of the personal, family, and business guidance you need.

At CliftonLarsonAllen, we take the time to understand what you want out of life and how you want to use the wealth you’ve accumulated – we’ll guide you on your financial journey.

Learn more about our private client services approach and experience.

Economy in Transition: On the Brink of Higher Growth

While stocks are at all-time highs and the U.S. economy is set to accelerate, there could also be a healthy correction in our future. Watch a brief video and read the April 2014 issue of the Market and Economic Outlook to see where the indicators are pointing.

Why Stop at Compliance? Amend Your Tax-Qualified Retirement Plan Before Restatement

Beginning on May 1, 2014, and continuing for two years, all tax-qualified retirement plans must be restated. This presents an ideal window to re-review your benefits plan to see if it’s meeting your goals.

Deferred Income Annuities Offer Pension-Like Retirement Benefits

For people who do not have access to a traditional pension plan, a deferred income annuity is an alternative that offers guaranteed income for life.

Connecting Your Estate and Financial Plans

If you’re subject to estate taxes or not, estate planning is an important process and should be investigated by nearly everyone.

CLA Investment Advisors and Accountants Receive 2014 Five Star Award

CLA and CLA Wealth Advisors congratulate nine accounting professionals and three wealth advisors in Minneapolis-St. Paul who have been recognized with Five Star awards.

Enjoy more of your assets while minimizing taxes.

View CliftonLarsonAllen Wealth Advisors services, news, and resources.

Achieve peace of mind so you can enjoy your wealth.

 

We can help you, your family, and your employees prepare for the healthy, productive, and smooth transition of your business.

Whether you’re looking to grow assets, create sustainable income, or preserve wealth, we’ll customize a diversified portfolio to help achieve your dreams.

Protect yourself, your family, and your business by planning for life’s what-ifs.

Offer your workforce an affordable and attractive benefits package without sacrificing resources to manage daily plan issues.

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