Financial Services:

Dan McClone
CLU, LUTCF
Menasha Office
(920)725-3232
dmcclone@mcclone.com


Providing Financial Services for Today and Tomorrow

We offer tax planning for your children's education, retirement planning, profit sharing and financial consultants.
 
We provide professional services as well-versed insurance planners.  Our specialists monitor the financial marketplace to provide you with the best financial alternatives that meet your individual financial goals.
 
Our specialists integrate financial security into your overall insurance portfolio.
 
The McClone Insurance Group has been providing financial services for over 50 years.
 
 

Individual

Business

 

  • IRA's, Rollovers
  • Long Term Care
  • 529 College Plans  
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Disability

 

  • Business Succession Planning
  • Qualified Retirement Plans/401k  
  • Executive Compensation Plans
  • Key Person Protection
  • Estate Planning

 

"Insurance expertise for a lifetime of solutions"





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Registered Representatives and Securities Offered Through:
Packerland Brokerage Services, Inc.
432 Security Blvd. Suite 101
Green Bay, WI  54313
Phone: 920-662-9500

Member FINRA & SIPC 
www.finra.org

 


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