Anne Clayton Financial Strategies

Anne Clayton Financial Strategies Our professionals provide clients with caring and competent advice based on their needs. No offers may be made or accepted from any resident of any other state.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
• Appropriate brokerage/advisory disclosure for the business. Additionally, revise the FINRA/SIPC portion of the disclosure to: “Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. www.finra.org
www.sipc.org

Think Medicare enrollment happens automatically for everyone? Not always.Many people need to actively enroll when they b...
10/09/2026

Think Medicare enrollment happens automatically for everyone? Not always.

Many people need to actively enroll when they become eligible to avoid gaps in coverage or potential penalties. Understanding your enrollment timeline is an important part of preparing for retirement and healthcare costs.

✅ Know your deadlines. Know your options. Know your next step.

10/07/2026

Markets moved fast this week — did you catch it all? If not, we’re breaking down the biggest shifts and why they matter for your financial strategy.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Today we're celebrating one of life's simplest joys: tacos. 🌮 Whether you prefer soft shells, hard shells or somewhere i...
10/06/2026

Today we're celebrating one of life's simplest joys: tacos. 🌮

Whether you prefer soft shells, hard shells or somewhere in between, we hope your National Taco Day is filled with great food and even better company.

Great teachers do more than educate. They inspire confidence, encourage curiosity and help shape futures every day. Than...
10/05/2026

Great teachers do more than educate. They inspire confidence, encourage curiosity and help shape futures every day.

Thank you to the educators who make a lasting impact in and out of the classroom. 🍎📚

CentralIllinois

October is Financial Planning Month!It's a great opportunity to revisit your goals, review your progress, and make sure ...
10/02/2026

October is Financial Planning Month!

It's a great opportunity to revisit your goals, review your progress, and make sure your financial strategy is working for you.

Your future self may thank you. 📈

Estate planning is more than creating documents. It's about making sure your plans continue to reflect your goals over t...
09/30/2026

Estate planning is more than creating documents. It's about making sure your plans continue to reflect your goals over time. 🏡✨

Regular reviews can help you account for life changes, keep beneficiary information up to date, and maintain confidence that your plan still works as intended.

👉 Swipe through for important reminders.

💡 Have you checked your FSA or HSA balance lately?As year-end approaches, reviewing your healthcare savings accounts can...
09/28/2026

💡 Have you checked your FSA or HSA balance lately?

As year-end approaches, reviewing your healthcare savings accounts can help you make the most of available benefits and avoid missing important deadlines. ✅⏰

Questions about your year-end financial strategy? Contact us to discuss your planning needs and goals. https://www.anne-clayton.com/contact

09/25/2026

🥣 What's the secret ingredient to reaching your financial goals?

A clear plan. ✅

Just like a recipe, every financial journey starts with the right ingredients and a step-by-step approach. The small actions you take today can add up over time.

Check out our latest reel to discover the recipe for pursuing your financial goals.

09/23/2026

Didn’t have time to follow the markets? We’ve summarized the key events and their potential impact on your portfolio so you can stay informed, effortlessly. 📈

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

🍁 The first day of fall is here!As the seasons change, it's a good time to reflect on your goals and make sure you're on...
09/22/2026

🍁 The first day of fall is here!

As the seasons change, it's a good time to reflect on your goals and make sure you're on track for the months ahead. Small steps taken today can help create a stronger future tomorrow. ✨

Wishing you a season filled with comfort, happiness, and new opportunities.

Address

White Hall, IL

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

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