Jeffrey W. McClure,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey W. McClure, CFP®

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President and Chief Investment Officer

The Personal Wealth Coach®

918 N Main St, PO Box 1029
Salado, TX 76571
(800) 914-7526
(254) 947-1111

General

Jeffrey McClure is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Personal Wealth Coach® in Salado, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: several
  • Health/disability insurance
  • Fixed annuities: several
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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