General information can be found using the links below:
Services: Workshops & Seminars, Financial & Retirement Advice, Finance Tools & Information, and Money Coaching,
CLC Incorporated headquartered in Granite Bay, California, was founded in 1986 and is now providing legal and financial benefits to over 26 million households through more than 25,000 corporations. CLC’s clients include employer groups ranging from Fortune 100 companies to small businesses. CLC has partnered with many of the nation’s largest health care organizations, financial institutions, state and federal governments and municipalities, as well as national associations.
CLC began its mission focusing on the delivery of consumer based legal services through a localized network of credentialed attorneys, paralegals, former senior level IRS agents and auditors, located throughout the US, Canada and Puerto Rico. Since 1997 CLC has been expanding its efforts in developing a seasoned staff of financial professionals to address the growing need for personal financial coaching among American consumers.
CLC’s staff of financial professionals has an average of eighteen years of relevant professional experience and each possess multiple certifications from the financial services industry. Their sole focus is helping our members improve their financial lives through one-on-one confidential coaching relationships. CLC never sells books, tapes or any other products; there’s nothing to buy, ever, and coaches are prohibited form selling products of any kind.
Through a comprehensive financial coaching and identity theft protection program called My Secure Advantage (MSA), CLC also delivers direct-to-employer, on-site financial education classes. These classes are provided at no cost to employers and are available in a wide range of topics with content ranging from beginner to advanced levels. What makes them particularly unique is that they combine classroom learning with 30-days of one-on-one coaching at no cost to help attendees create ownership in, as well as the accountability to implement the concepts learned in the class.