Our mission is to educate our clients about SUSTAINABLE financial decisions and investments.
We teach the various applications of the infinite banking concept which allow individuals, professionals, and small business owners to save, invest, and finance all with the same dollar, in the same vehicle.
Financial Planning and Education
Clockwork Financial, LLC was established in 1999 by Levi G. Clock. We believe that if we educate our clients on the options available for their financial needs, they will see more clearly how to reach their goals. Our client's trust and satisfaction is always our top priority. We integrate an elevated team of advisors from various professions, such as CPAs, CFPs, estate planning and tax attorneys, property and casualty agents, mortgage brokers, and top tier investment firms in order to create the most effective strategies for our clients. This team delivers relevant and state of the art planning tools, providing the most efficient and effective ideas in the industry.
As with most things in life, the key to achieving your financial objectives is planning. Your goal may be to grow and protect your business, fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. You must determine what you want to achieve financially, and then map out a strategy that will help you to best meet those goals.
With a variety of offerings to choose from, we’re sure you’ll be happy working with us. Look around our website and if you have any comments or questions, please feel free to contact us. We hope to see you again!