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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

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

More Calculators →

Newsletters

Living Comes with Guarantees

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

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

More Newsletters →