Our Philosophy

Rather than sell financial products for a certain "type" of client, we understand and embrace each individual's or family's unique situation. We tailor our advice and solutions to your specific needs, in keeping with the Certified Financial Planner (CFP®) Board of Standards. This customized approach ensures the advice you receive represents the most efficient and promising path to your financial goals.

Clients come first

As independent financial advisors, we work for our clients, not for an investment firm. We listen attentively and objectively to your needs so that we can map out financial solutions that advance your interests, not ours.

Education is key to our clients' financial success

We make sure you're with us every step of the way as we build your solid financial foundation. Taking the initiative to involve clients in their financial planning is central to our way of doing business.

Straightforward pricing  

You'll appreciate our straightforward, transparent approach to communicating pricing and fees. At Cline Financial Services, we are compensated only through the fees our clients pay us, not through hidden sales commissions or referral fees.

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