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

College Funding

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

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.

More Calculators →

Newsletters

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

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.

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

More Newsletters →