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Expertise

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Who We Serve


We understand the unique financial complexities that accompany entrepreneurial success, including business succession planning, tax optimization, and preserving and growing wealth across generations. We specialize in working with business owners who have built our great state, serving as a long-term financial partner, prepared to guide them for years to come.

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Areas of Expertise


Your business did not become successful without a plan, and we believe that your future success requires planning as well.

As a fiduciary, Clem Financial’s primary obligation is to act in your best interests. Fee-based planning aligns perfectly with this principle and ensures our advice is objective and focused solely on achieving your financial goals. We empower you to make informed decisions that are truly in your best interest, without the influence of hidden agendas. We will also work in conjunction with your CPA and attorneys to ensure our recommendations align with the planning you already have in place.

OUR LOCATION


615 E 82nd Ave, Suite 104
Anchorage, AK 99518

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GET IN TOUCH


Call: (907) 382-3318
shannon@clemfinancial.com

Schedule an Appointment
Disclosure

Shannon Clem is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Insurance License #0H41347), FL, HI, NV, OR, SC, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Shannon Clem is licensed and authorized to offer insurance in California, but CLEM FINANCIAL may not be. For additional information on California licensure status, please click here.

Shannon Clem is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 615 E 82nd Ave Ste 104, Anchorage, AK, 99518, 907-382-3318. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, HI, OR, SC, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Shannon Clem is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AZ, CA, HI, OR, SC, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

CLEM FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither CLEM FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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