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

Disability Income Insurance

How much Disability Income Insurance do you need?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Risk Tolerance

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

More Newsletters →