Helping Clients Invest in Their Financial Success
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Clayton Investment Associates, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Helpful Content
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
View all articles 
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.