Claymore Planning, Inc.

Claymore Planning, Inc. My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions.

Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it's important for you to know who these partners are and why I have chosen to work with them. Securities and Advisory offered through Cetera Advisors LLC,

member FINRA/SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other entity.

There are billions in unclaimed dollars in the US. Is some of that yours?
06/08/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/05/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
06/03/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

How many credit cards do you have?
06/01/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
05/29/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/27/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

With great wealth comes even greater questions. Learn more in our article.
05/25/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

10 tips that can head-off marriage money problems.
05/22/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
05/20/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Address

6855 S Havana Street Suite 270 Centennial
Denver, CO
80112

Telephone

+13037061033

Website

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