Life Insurance

Managing the risks that may compromise your financial goals is vital. The first step toward protecting your assets is choosing the right insurance for your unique needs at this stage in your life.

At MyCleverFund, we are proud to offer custom solutions from trusted insurance firms with whom we have long standing relationships. We are always available to review your portfolio, help assess risks and recommend coverage that helps protect what’s important to you.

Working For the
Future You Want

You have dreams as what you want out of life. Maybe it’s a comfortable retirement, or sending your children to college or passing on the family business. The right trusted advisor will work with you to help you achieve the future you want with strategic financial planning.
secure-future

Meet a Financial Advisor in Your Area

Our Promise

We empower you to be in
control

Prepare well for your golden years now and enjoy a rewarding retirement later.

We care
about you

We connect you with the right advisor that will guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

We are your
trusted partner

We serve as your advocate, and want you to do well. The trusted advisors will bring all of the pieces of your financial life together.