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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

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.

More Newsletters →