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Strategic Alliances

Trusted Partnerships,
Tailored Strategies

Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

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Eagle Strategies LLC

Shannon Clem is a registered investment advisor with Eagle Strategies LLC. With this association, you benefit from support by accomplished professionals who provide well-considered financial guidance and solutions that meet your ever-changing and evolving needs.

Eagle Strategies’ experienced professionals are dedicated to supporting their Financial Advisors and helping clients meet their financial goals. Eagle Strategies offers their Advisors a robust program of financial solutions. This wide range of high-quality investment options ensures we have the tools necessary to design tailored financial solutions, and Eagle Strategies’ superior training and support ensure we’re empowered to help you meet your specific financial goals while remaining mindful of risk tolerance.

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Advanced Planning Group

Clem Financial has an alliance with the Advanced Planning Group at New York Life Insurance Company. This allows us to work with a nationally recognized group of knowledgeable, experienced professionals, who can examine your current planning strategies and offer well-researched solutions to help you optimize your financial goals. Together we work with your current team of advisors to better address your complex financial goals and objectives.

OUR LOCATION

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

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

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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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