How does the advisor help clients – Key Takeaways:
- CLIFFORD FINANCIAL PLANNING, INC. offers a range of financial planning services to clients.
- The company prides itself on providing personalized and comprehensive financial advice.
- With a team of experienced advisors, they help clients create and implement effective financial strategies.
- Their services are tailored to meet the unique needs and goals of each individual client.
- CLIFFORD FINANCIAL PLANNING, INC. takes a holistic approach to financial planning, considering all aspects of a client’s financial life.
- The company values transparency and strives to educate clients on the intricacies of their financial situation.
Facts and Insights
CLIFFORD FINANCIAL PLANNING, INC. was founded in 2005 by financial expert John Clifford. The company has since grown and now has a team of 25 advisors serving clients across the country. With over 15 years of experience, their advisors have a wealth of knowledge and expertise in the financial industry.
CLIFFORD FINANCIAL PLANNING, INC. has a record of success in helping clients achieve their financial goals. Through careful planning and strategic decision-making, their clients have seen significant growth in their assets and financial stability.
The company stays up-to-date on the latest financial trends and regulations, allowing them to provide clients with the most relevant and accurate information.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
These numbers are a testament to the company’s success and their ability to serve a large and diverse client base.
Financial Services Offered
CLIFFORD FINANCIAL PLANNING, INC. offers the following financial services:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
The company also offers personalized financial coaching and education sessions to help clients develop and maintain good financial habits.
Client Types
CLIFFORD FINANCIAL PLANNING, INC. serves a variety of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
- Pre-retirees
The company’s services are suitable for anyone seeking professional financial guidance and planning.
Fees & Compensation
CLIFFORD FINANCIAL PLANNING, INC. operates on a fee-only basis, meaning that their compensation is solely based on a percentage of the assets they manage for clients. This ensures that their goals align with their clients’ best interests, as their revenue is directly tied to their clients’ financial success.
The company is transparent about their fees and provides clients with a detailed breakdown of costs before starting any services. They also offer complimentary consultations for potential clients to learn more about their services and fee structure.
Background
The founder and lead financial advisor of CLIFFORD FINANCIAL PLANNING, INC., John Clifford, has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. He is also a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).
The company’s team of advisors also have extensive backgrounds in finance and many hold various certifications and advanced degrees in financial planning.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to understand their background and any potential disclosures or conflicts of interest. CLIFFORD FINANCIAL PLANNING, INC. is committed to transparency and discloses any potential conflicts of