Cliff Cadle, AIF®

Cliff Cadle, AIF®
Founder and President of The Segrust Group

Clifford.Cadle@lpl.com
866-966-9724 | Ext. 100

In today’s environment where so many feel they are treated like a number, Cliff’s personal interaction with both his corporate and individual clients sets him apart. During his career in the financial industry he has consistently kept himself educated on regulatory rules and market changes so that he can provide the most appropriate advice to his clients. Additionally, Cliff has aligned himself with professionals in the financial industry so that he can tailor an investment portfolio to your specific needs ~ Cliff truly cares about knowing you and helping you succeed.

Cliff is a classic car enthusiast currently rebuilding a Mustang. His approach to this project is mirrored in his business, “Building a successful retirement portfolio is much like rebuilding a classic car — you need to start with a solid base, pay attention to each detail and provide regular maintenance if you want it to run smoothly.”

♦ Reading: Tested in the trenches by Ron Carson, Think and Grow Rich
♦ Watching: NFL, NBA, college football and basketball, 24, Ray Donovan, Tyrant, GMA, Fast N Loud
♦ Eating: Pappy’s Smoke house, Bien Trucha, Bandera, Chicago Q, Havana, Glen Prairie, Pinstripes
♦ Supporting: Habitat for humanity, Salvation Army, Red Cross
♦ Fun time: Classic Car restoration, traveling with friends or family, dining out and in, BBQ Master, classic car shows, cruise nights, racing
♦ Bucket list: Dream car garage with my top 12 dream cars (don’t tell my wife), drive route 66 in a early 60’s car with my son, visit every major city in the US, compete in a BBQ competition
♦ Memberships: Retirement Plan Consulting Group, Society of Human Resources, Financial Planning Association, Harvest Bible Chapel

Specialties:
♦ Optimizing Existing Corporate 401(k) Plans
♦ Establishing New 401(k) Plans
♦ Educating Employees
♦ Creating 30-year Retirement Plans
♦ Building Income Replacement Plans
♦ Hosting Retirement Investment Seminars
♦ Process for Successful Investment Strategies
♦ Consistent Portfolio Review

 

My Son and I supporting our favorite football team, The Chicago Bears.