Bob Claytonemail
Professional Story
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Education
Temple University Fox School of Business (2017-2020)
Hobbies
Spending time with family and friends
Golfing
Watching sportsLanguages:
- English
Specialties:
- Insurance Strategies
- Student Loan Refinancing
- Business Owners
- Group Benefits
- Financial Education
- Estate Planning
- Risk Management Strategies
- Business Succession Planning
- College Funding Strategies
- Retirement Strategies
- Retirement Income Planning