Our Comprehensive Services

While many highly successful and intelligent people dream about having financial freedom and security, they fail to ever complete a comprehensive financial plan that would turn these dreams into the reality they deserve. Typically, their planning is done piecemeal, getting advice from an attorney for a will or trust, an accountant for business or tax matters, an insurance agent for their insurance needs and a stockbroker for their investments. What they often need are the services of a Registered Investment Advisor (RIA), an independent professional advisor who is free of any product or industry bias, to integrate their overall financial retirement and estate plans to satisfy their needs and desires.

Today such factors as inflation, increasing government regulation and complex tax rules require a new level of expertise. As a Registered Investment Advisory firm, Putney provides its clients with access to its knowledge of asset allocation, portfolio modeling and risk management. We skillfully integrate all three phases of capital development: creation, conservation and distribution. This unique process has enabled Putney to build many long-term relationships with clients of diverse assets, goals and interests.

 


ABOUT OUR BROKER DEALER

The investment advisors of The Putney Financial Group are Registered Representatives of McClurg Capital Corporation. McClurg Capital Corporation, founded in 1985, is a Registered Broker Dealer with membership in FINRA and Member of SIPC, which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure available upon request or at
www.sipc.org

McClurg Capital Corporation is located at:
950 Northgate Drive, Suite 301
San Rafael, CA 94903
(415)472-1445