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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Tax-Deferred Savings

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

More Calculators →

Newsletters

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.

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.

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

More Newsletters →