Chris Clepp is a wealth advisor with The Strategic Financial Group and has been so since 2013. Overall he’s been in financial services for 21 years and now focuses on working with business owners under the age of 55 to partner with them to deal with life’s challenges. He helps clients nationwide focus on what is really important to them and to know when they can make work optional. One area of focus is gaining control of their future by putting an exit plan in place as part of their  financial plan.


In this episode Carl White and Chris Clepp discuss:

  • Exit hoping is NOT exit planning
  • The 4 steps to exit planning
  • Why exit planning and financial planning go hand in hand


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