William Clifford

Helping You Identify and Achieve Your Financial Goals

Welcome to my website. You will find a wealth of information in the form of newsletters, articles, calculators and research reports.

 

 

 

 

 

I hope your visit will help you to understand the opportunities available to you. My mission is to help clients take advantage of these opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined strategy for achieving those goals
  • Ongoing advice to help adjust their strategy when their needs change

My areas of expertise extend to all areas of financial management, from investment and retirement planning to risk management and estate conservation. I specialize in helping my clients develop a comprehensive, cohesive financial strategy that meets their specific needs and enables them to meet  their short and long-term financial goals.

I have created this website as a resource for my existing clients, prospective clents and friends. I welcome the opportunity to meet with you in person to discuss your personal concerns and to answer any questions you may have. Please do not hesitate to contact me.   
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

Score Your Credit Knowledge

Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

More Newsletters →