Personalized Financial Plans & Analysis… We offer custom built comprehensive and modular fee based financial planning, via hourly pricing & packaged plans. Financial plans are provided by Rick Clifford as a registered representative of Lincoln Financial Securities. Please email us at firstname.lastname@example.org for our rates.
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have any questions about your current plan or questions about specific financial products, please call or email us.