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Whitepapers

Enhancing the income you'll have for retirement

Enhancing the income you'll have for retirement

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Performance Pro

Guaranteed income you can't outlive

Guaranteed income you can't outlive

Discover Fixed Annuities

Discover Fixed Annuities

Planning for every possibility

Planning for every possibility

North American secure horizon plus

North American secure horizon plus

Lifetime income benefit

Lifetime income benefit

Bridge Client

Bridge Client

EquiTrust Roth conversion

EquiTrust Roth conversion

Asset care annuity funding whole life

Asset care annuity funding whole life

Work with your retirement planning team

Ready to retire? Work with your retirement planning team

5 reasons to have life insurance

5 reasons to have life insurance as part of a plan for care

Can a fixed annuity help you achieve your financial goals

Can a fixed annuity help you achieve your financial goals?

Let’s simplify Social Security

Let’s simplify Social Security

Social Security 360 Analyzer* Fact Finder

Social Security 360 Analyzer* Fact Finder

Curt and Connie Conversion Case Study

Curt and Connie Conversion Case Study

Social Security Plus Report Sample

Social Security Plus Report Sample

Start your journey to a worry-free retirement today!

Secure Your Retirement Today

Plan for a future of financial confidence and peace of mind. Whether you're looking to protect your assets, generate lifetime income, or prepare for long-term care, we’re here to help.

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Location

2024 Darby Rd
Havertown, PA 19083-2305

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Contact Info

Steve Clott CFP®, CPA

(610) 446-0440
info@steveclott.com

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Securities are offered through Dedicated Investment Advisers, LLC   (Steve Clott, Managing Member) available nationwide.
Insurance offered through Dedicated Insurance Advisers, LLC (Steve Clott, Managing Member) available PA, NJ, DE

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