Jeffrey McClenning is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Insight Group in Peachtree Corners, GA and the surrounding communities.
Independent
The only way we can do our job properly is by being independent advisors, which allows for decision-making that is objective, honest and personalized for each individual client.
Client-centered
It is vital for individuals that provide financial advice to act as a fiduciary, and make recommendations that are truly in the client's best interest.
Right
We believe in doing what is right.
Jeff McClenning is a Managing Partner and Wealth Advisor with Capital Insight Group. A native of
He was named the Outstanding Personal Financial Planning Student of the Year at
Jeff has been interested in the economy and financial markets since he took an economics class in high school. He is a devoted family man who enjoys spending time with his wife, Marcell, and their two sons at their home in Buford.
7, 24, 66
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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