PLATTSBURGH – Heidi Clute, owner of Clute Wealth Management, was invited to speak about retirement planning at the New York State Nursing Association’s (District 8) December meeting. Heidi shared information about what factors people should consider when planning for their retirement. Members of NY’s largest professional association and union registered nurses were in attendance, as well as other related professionals.
Clute Wealth Management is an independent firm and Registered Investment Advisor providing strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.
Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. LPL is an independent broker-dealer, and does not sell or market proprietary products or securities.
