Work With Us
Personalized Financial Guidance. Flat Fees. No Pressure.
At Clegg Investment Services, working with us means gaining a partner who puts your needs first—without confusing jargon, hidden fees, or sales pitches.
We’re here to help you build a clear, sustainable financial path—whether you’re just getting started or ready to fine-tune your investments and tax strategy.
What to Expect
Here’s how the process works:
1. Free 30-Minute Consultation
We start with a no-obligation conversation to understand your goals, challenges, and questions. You’ll get honest feedback and a clear idea of how we can help—no sales, no pressure.
2. Personalized Plan or Review
Choose the service that fits your needs—from a full investment strategy to a simple portfolio review. We’ll work together to build a plan that’s clear, tax-efficient, and tailored to your situation.
3. Ongoing Support (Optional)
Want help staying on track? We offer ongoing, flat-fee support with regular check-ins and updates as your life and finances evolve.
Flat-Fee Services
No percentage of assets. No commissions. Just clear, upfront pricing:
• Initial Portfolio Review – $300
• Comprehensive Investment Plan – $600
• Ongoing Support – $75/month or $800/year
• Hourly Consulting – $150/hour
All services are fully transparent. No surprises. No hidden costs.
Let’s Get Started
If you’re ready for financial advice that’s actually for you, we’d love to talk.
Schedule Your Free Consultation
or
Contact us today and let’s start building your financial future—together.
Email: briansclegg@yahoo.com
Phone: (917) 538-4468