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Our Mission

We believe in a customized approach, one that provides the highest level of care. At The Clifford Group, every member of our firm is dedicated to our client-centric wealth management process.

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Our History

Our History

Our unique experience has prepared us to guide you through your life transitions.

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Our Approach

Our Approach

The Clifford Group will work tirelessly to develop a strategy that gives you confidence.

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Our Philosophy

Our Philosophy

Your success is our success and we'll work with you at every step.

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Get the Support You Need

Get the Support You Need

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go far beyond investing.


Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a team of professionals to ensure that your investments can sustain the life of your retirement and beyond. 

 

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.