Schedule an Appointment
Our business is based on providing professional guidance and solutions, which means we receive many questions from clients. Every question is important to us, so don’t hesitate to reach out.
Please use the scheduler below and provide as much detail as you can in the additional comments section about your specific financial needs, concerns, or questions. We look forward to helping you soon!
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Clayton Financial Solutions
Clarification Call (Introductory Call)​
In this call, we’ll get clear on where you are, where you want to be, and what’s standing in the way. There’s no pressure—just a focused conversation to see if my strategies are the right fit for your goals.
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Please have ready:
• Clarity Call notes
• Recent bank or debt summary
• Income or retirement details
Best for clients ready to refine and move forward with their personalized plan.
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During your Fortification Call, we’ll finalize and stress-test your strategy. This means confirming all numbers, verifying how each piece (HELOC, insurance, retirement income, or IRMAA mitigation) works together, and ensuring you have the structure, confidence, and protection to move forward.
Expect clear guidance, transparent next steps, and a documented action plan so you leave this meeting knowing exactly what’s in place, what’s protected, and what to monitor over time.
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