My Mission
"The Mission of my practice is to be a catalyst for our clients by helping them clarify, focus and execute on their long-term financial goals and dreams.
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline, and strategic financial planning.
When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.
As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
Let me help you ensure your financial future is all you want it to be!"
-Douglas E. Clifford - Wealth Management Advisor
Guidance for Business Owners
If you own or operate a business, Doug Clifford recommends the following articles:
With a focused expertise on the business owner, Doug Clifford can provide guidance for any stage of your business:
Focus on Retirement
We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.
Doug Clifford works with his clients in every phase of retirement planning:
Doug Clifford and his team excel in serving pre and post retirees with wealth management and income optimization through a unique strategy designed to preserve and manage your wealth, protect against risk, and provide you with predictable steady income for life.
Qualified Plans
Qualified Retirement Plans typically cover substantially all eligible employees and have special tax advantages. These types of plans are subject to strict and somewhat complex rules in order to obtain tax advantages. Doug Clifford works extensively with clients on Qualified Plans. Read more: Qualified Retirement Plans | Northwestern Mutual
