Our Story
A great deal of love, history and meaning can be found in the name of our company and the tree symbol that accompanies it. David Cadarette started in finance 19 years ago and founded CLC using his mother’s initials Cathy Lynn Cadarette who died from cancer at the age of 42, just two weeks after David’s high school graduation.
Today, David works out of offices nestled in the beautiful hardwoods of northern Michigan, helping people prepare for the unexpected. His passion is to “… be like a tree planted by streams of water, which yields its fruit in its season, And its leaf does not wither; And in whatever he does, he prospers." (Psalm 1:3)
Just as trees provide shelter and strength, a sound financial strategy enables you to confidently face whatever comes your way.
Your Path to a Fruitful Tomorrow
Every day, the team at CLC guides people just like you toward their financial goals. We know your family roots run deep — and that honoring and protecting your years of hard work is job number one.
We’re confident we can help you find the path that aligns with your goals and aspirations.
It Starts With Three Simple Steps
1. Dream It
Let's explore your goals, worries and dreams so that we fully understand your vision for retirement.
2. Plant It
With your goals in mind, we will help you plant the seeds of success and guide you every step of the way.
3. Enjoy It
As you enjoy the fruits of your labor, we will ensure your plan stays on track for as long as you live.
Here's How We Can Help
Once we understand your financial situation, we can help you decide which services and products will best help you maximize growth and protect against losses.
Grow
Retirement Income Strategies
Grow
Wealth Management
Grow
Annuities
Grow
Investments
Grow
IRA/401(k) Rollovers
Preserve
Asset Preservation Strategies
Preserve
Life Insurance
Preserve
Tax-Efficient Strategies
Preserve
Long-Term Care Strategies
Give
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning Tax Planning
Insurance products are offered through the insurance business CLC Investment Advisors. CLC Investment Advisors is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by CLC Investment Advisors are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. CLC Investment Advisors is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Instant Download
Are you prepared for the next phase of retirement?
To confidently rappel down the retirement summit, you need gear and a guide, but what else? Download this 12-page guide to discover: