Let Us Do the Math.
Who We Are...
Clerge Financial Group, LLC is a Fiduciary finance firm that specializes in providing detailed accounting, bookkeeping and personalized tax planning strategy services to high net worth professionals, small business owners, and individuals.
Based in Los Angeles, California, we leverage the latest technology available to ensure that we can work with clients no matter the location, allowing us the ability to deliver the advice you need in the comfort of your own home or on the go.
Having managed over $37M in overall accounts, we use our unique approach of understanding and aligning every aspect of our client’s short and long-term goals. We deliver a customized, comprehensive solution plan providing you with the peace of mind needed so you can focus on the things that matter most.
Discover
We start every client relationship by getting to know each other and identifying the characteristics that truly help define you. Every financial recommendation we make in the future will be made in alignment with your values. We’ll also organize all of your financial data such as investment accounts, insurance policies, employee benefits, expenses, and other important pieces.
OUR SERVICES
Comprehensive Planning
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, and tax management. It is only through comprehensive analysis that your true financial condition can be determined and the proper plan can be recommended.
The initial step in developing a well thought out financial plan is to first define your objectives. We start by getting a clear understanding of your situation, where you are, objectives - where you want to be. Once defined, these objectives will determine the specific strategies, tactics, and financial instruments required to address some of the specific components of a comprehensive financial plan.
Entertainment Industry Professionals
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Overseeing Production Budgets: Checking in to see if budget is realistic/attainable
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Consulting/advising retainer accounts
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Personal dive into accounts to determine financial ability in funding projects (private and public)
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Advising on distribution of funds within proportion of production budget
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Action Plan
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12 month insurance budget plan to have clear understanding of financial future
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Tax preparation/strategies
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Credit Recovery (Strategies)
Business Management
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Functioning income - Loss prevention
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Exit strategies
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Employment payments
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Tax Prep/strategies
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Action plan
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Account balance sheets
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Quarterly reviews
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Accounts Payables/Receivables
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Risk Management
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Consulting business plans for early start-ups
Personalized Services
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Day to day management of funds
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Create Budget Plans
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Prepare Retirement Plans
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Manage and analyze Investment Plans
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Tax Prep/Strategies
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Individualized goals (Short/long term)
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Action Plan
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Risk management
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Credit Recovery (Strategy)