Business Details
Your Trusted Financial Partner for Retirement Planning
Clelan and Company and Company has dedicated over three decades to guiding clients through market fluctuations and economic shifts, prioritizing trust-based relationships and personalized financial strategies. Our team of seasoned professionals specializes in retirement planning, investment advisory services, and comprehensive financial solutions tailored to individual client needs. With expertise in navigating complex retirement program design, estate planning, and tax analysis, we combine deep industry knowledge with a commitment to integrity and client-centered service.Our advisors hold prestigious certifications such as Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP), and Accredited Investment Fiduciary (AIF), ensuring clients receive objective, specialized guidance. We emphasize long-term financial security while fostering community engagement through active local leadership and philanthropy.
Services
Retirement Planning
Investment Advisory
Estate Planning
Tax Analysis
Qualified Retirement Plans
Wealth Management
Financial Education
Risk Management
Charitable Giving Strategies
Social Security Optimization
Highlights and features
- We offer 30+ years of experience in retirement income planning and investment advisory services.
- Our team holds advanced certifications including CFP, RICP, and Accredited Investment Fiduciary designations.
- We implement a proprietary Integrated Success Strategy for comprehensive financial planning.
- Our fiduciary approach prioritizes client interests over product sales or commissions.
- We maintain strategic partnerships with top-tier financial institutions and service providers.
Associations and certifications
- FINRA
- SIPC
- American College (RICP)
Services
Retirement Planning
Our retirement planning service creates customized roadmaps for financial independence. We analyze current assets, project future needs, and develop tax-efficient income strategies to ensure long-term sustainability. With specialized expertise in Social Security optimization and pension planning, we help clients transition smoothly from accumulation to distribution while minimizing longevity risk.
Investment Advisory
We provide fiduciary investment advisory services tailored to individual risk profiles and financial goals. Our approach combines modern portfolio theory with active risk management across diverse asset classes. Through ongoing monitoring and rebalancing, we maintain strategic alignment with clients' evolving needs while emphasizing cost-effective, transparent fee structures.
Estate Planning
Our estate planning service coordinates with legal professionals to create efficient wealth transfer strategies. We specialize in charitable remainder trusts, beneficiary designations, and business succession planning. By integrating tax-efficient vehicles and legacy components, we help preserve family wealth across generations while aligning with clients' philanthropic values.
Qualified Retirement Plans
We design and maintain corporate retirement plans including 401(k)s and profit-sharing arrangements. Our services cover fiduciary education, vendor selection, and compliance monitoring. We help business owners optimize tax benefits while creating employee retention tools through customized plan structures that meet both employer and participant needs.
Wealth Management
Our wealth management service integrates financial planning components into cohesive strategies. We coordinate with tax professionals and attorneys to address insurance needs, education funding, and major purchase planning. Using advanced software tools, we provide real-time portfolio tracking and scenario analysis to help clients navigate complex financial decisions throughout their lives.
People
Douglas Clelan
Founder and Co-Owner
With nearly 50 years in financial services, Doug specializes in retirement program design and business succession planning. He holds the RICP and AIF designations and previously served as president of multiple financial industry associations.
Andrew Kern
Co-Owner
Andrew brings 19 years of experience in retirement income distribution and investment strategy. A CFP and CRPC professional, he founded the Michael J. Santanna Jr. Achievement Foundation and actively mentors through local community programs.
Liana Freeland
Financial Advisor
Liana provides investment advice and financial analysis with a CRPC designation. She manages client relationships and onboarding processes, combining business management expertise with personalized service to enhance client experience.
Sara Battaglia
Client Service Associate
Sara supports client service needs and administrative account management. With psychology expertise, she focuses on creating efficiencies and maintaining personalized communication throughout the client journey while managing technology integration.
Douglas Rogers
Client Service Associate
Doug handles account administration and distribution requests with banking and portfolio management expertise. He coordinates investment implementation and client materials while maintaining a focus on personalized service and relationship building.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income distribution strategies, Social Security optimization, and longevity risk management tailored to individual financial situations and goals.
How are your investment advisory services different?
Our fiduciary approach emphasizes objective recommendations using diverse investment platforms with transparent fee structures aligned to client-specific risk profiles and objectives.
Do you work with out-of-state clients?
While based in Pennsylvania, we serve clients nationwide through virtual meetings and digital tools while complying with state registration requirements for financial advisors.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Retirement Income Certified Professionals (RICP), and Accredited Investment Fiduciaries (AIF) with decades of combined industry experience.
How do you handle estate planning coordination?
We collaborate with legal professionals to implement estate plans using trusts, beneficiary designations, and charitable giving strategies that align with clients' legacy goals.
Can you help with business retirement plans?
Yes, we design and maintain qualified retirement plans for businesses including 401(k)s, profit-sharing arrangements, and fiduciary education programs tailored to company needs.
