OUR PHILOSOPHY

The CLF Difference

CLF Asset Management is an independent financial services firm based in Madison, Wisconsin. We specialize in financial planning services and investment management and provide our clients with financial strategies for retirement planning, estate planning, and asset protection.

We have found that the popular commission-based systems are an obstacle to providing conscientious advice because it stresses transactions that are not always in the client’s best interest. In a commission system, advisors must often achieve sales quotas, deadlines, and incentives which can result in biased advice, shortcuts, and transactions contrary to “client-first” principles.

At CLF Asset Management, we are committed to working with you to create a financial plan that meets your unique needs. Maintaining long-term relationships and providing expert advice is our commitment to you as we work to formulate a plan that reflects your life, goals and personal legacy. We conduct periodic reviews and adjustments with you to ensure your goals and objectives are still appropriately tailored to the constantly changing financial climate.

COMMITMENT

As your financial professionals, we will keep you focused on where you want to go, advise you on how to get there, and remind you of the importance of maintaining a disciplined approach to realizing your dreams.

 

OUR EXECUTIVES

DANIEL J. DETERMAN

Daniel J Determan, CFP®, ChFC®

SIMON M. LIEGEL

Simon M. Liegel, CFP®, ChFC®

Michael D. Vaubel

Michael D. Vaubel

999 Fourier Dr. #301
Madison, WI 53717
1-888-505-3956