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Carl Clay, president, is a licensed broker appointed with several top-quality financial service companies. He is a Chartered Financial Consultant (ChFC) (www.amercoll.edu) and is committed to the financial well-being of the clients, families, and businesses whom he has been privileged to serve. Carl’s wife, Judy, joined the practice in 1985 as Chief Operations Officer and Customer Service Specialist. Our motto is that Service Is Our Star Product, and it is Judy’s primary goal to assure that we live up to our motto. Our company’s focus is in Health Insurance Planning, Retirement Income Planning, and College Education Planning. We offer insurance plans for both groups and individuals, and we provide guidance for taking advantage of the tax code as it pertains to maximizing benefits and minimizing costs of comprehensive insurance coverage. We provide a wide variety of investment services, and much of our work relates to the accumulation and distribution of money for various purposes. Around here we’re known as the “Safe Money Guys” because we find ways to protect the return OF money as well as the return ON money. As a former educator and high school principal, Carl has a special interest in helping families provide for college education for their children. He has both the experience and the training that permits him to help families through the maze of applying for financial aid and funding college savings plans.
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