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Services

Our goal has always been to serve as a personal advocate on behalf of our clients — to be the advisor they trust to assess the whole picture and then deliver customized, comprehensive advice.

At The Clifford Group, we offer guidance designed to assist you in making decisions that will help you reach personally meaningful goals. So whether you are planning for retirement, saving to buy a vacation home or fund a child's education, we'll start by getting to know you and how you feel about some of the following priorities.

  • Family: Taking care of your family and others, whatever that means for you
  • Lifestyle: Spending your free time in a meaningful way
  • Health: Understanding healthcare expenses, now and later
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Giving: Philanthropy, volunteering or mentoring
  • Work: Selling or starting a business, career transitions
  • Finance: Bringing it all together and working towards your objectives

We are a service-focused firm that operates under the assumption that strong relationships lead to more meaningful results. Discover our unique perspective and invite us into your inner circle as you plan for your future.

Investment Management

Financial Planning

Insurance

Tax

Estate Planning

Family Philanthropy

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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