CliftonLarsonAllen

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CliftonLarsonAllen

CliftonLarsonAllen

CliftonLarsonAllen named a 2016 Baltimore SmartCEO Corporate Culture Award Winner. “Our leaders share a passion for providing our professionals with the tools and experiences needed to build great careers and carry out our promise.”
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socially responsible investments

Socially responsible investments may yield sustainable returns

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Institutions, foundations and other organizations looking to invest reserves and endowment funds in socially responsible investment (SRI) vehicles have historically been faced with a trade-off between conscience and return. However, there is fresh and growing evidence that organizations looking to consider environmental, social and governance (ESG) factors in the construction of their investment portfolios may no longer need
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IPS

Investment policy statement: Essential documents for institutional investors

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. A well constructed investment policy statement (IPS) is an essential governing document that can significantly improve the oversight of your institutional investment funds. Unfortunately, the IPS is often overlooked and under-appreciated by financial professionals. Only about 10 percent of investment policy statements we review are properly written and complete. We believe this should be particularly troubling to
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income

How disability insurance protects your most valuable asset — your income

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Achieving your financial goals can rely on a number of factors. One of the most important may be your current and future income. Many people take their income for granted by assuming that it will continue as long as they need it. But imagine what would happen if your paycheck didn’t show up one week. What if
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disability insurance

Disability insurance: Coverage vs. real benefits for employers and employees

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. When you start a new job and HR hands you your new benefits booklet, which page do you turn to first? Typically, health insurance decisions are the first you need to make — which plan, whom to cover, what deductible, health savings account or not. There’s no question that health care coverage is a concern for everyone,
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social security

Divorced-spouse Social Security benefits: Who can claim them and how

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Lady Nancy Astor is said to have told Sir Winston Churchill: “Winston, if you were my husband, I'd poison your tea.” His reply: “Nancy, if I were your husband, I'd drink it.” We’ve talked in past articles about spouses coordinating their Social Security benefits to optimize their household income. But not everyone stays married for a lifetime.
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ABLE accounts

ABLE accounts: Tax-advantaged savings for people with disabilities

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. For years, tax laws have included tax-favored programs to save money for retirement (IRAs), for health care (HSAs), or for college (529 plans). But there have never been tax-advantaged savings plans specially designed for people with disabilities. That changed with the Achieving a Better Life Experience Act of 2014 (ABLE). Beginning in 2015, states were authorized to create
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special needs trust

Special needs trusts: Improve quality of life without sacrificing benefits

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Trusts are popular tools in financial and estate planning because they can help protect and manage assets for a variety of purposes. A special or supplemental needs trust (SNT) is a specific type of trust that focuses on providing financial support to elderly or disabled persons. An SNT can supplement their standard of living without jeopardizing the
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Brexit

Uncertainty and opportunity: Brexit, the election and evolving healthcare

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. The waning days of the second quarter of 2016 brought capital market participants a surprise in the form of the Brexit, Britain’s momentous decision to leave the European Union (EU). We must acknowledge that the “leaves” outnumbering the “stays” in the U.K.’s referendum is not the result we, nor many political and economic analysts, expected. But the
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CLA logo

CliftonLarsonAllen is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond.  Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments.  This allows us to serve clients more completely and offer our people diverse career opportunities.

Since 1983, CLA has helped Baltimore business owners reach their personal and professional goals.  CLA is uniquely focused on serving privately held businesses and their owners, as well as individuals and the public sector in our community.  Our industry-driven approach:  seamless delivery of services; and focus on private businesses, community organizations and the people who own and lead them; all give our people the freedom and agility to serve rather than merely perform obligatory functions.

With more than 4,500 people, nearly 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic.  For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, a SEC-registered Investment advisor.

CliftonLarsonAllen Locations

Chris Schuh CliftonLarsonAllen

Christopher Schuch, CFP®
Senior Wealth Advisor
(267) 419-1154
christopher.schuch@CLAconnect.com

Chris is a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors, LLC, and specializes in helping clients with comprehensive financial planning, investment advisory, and insurance. He also works with privately owned businesses and non-profit organizations to manage their retirement plans and reserve accounts.

 

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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CliftonLarsonAllen Wealth Advisors, LLC disclaimers