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Rick Clifford Certified Financial Planner® is an independent financial services firm that always places the needs of our clients first. Strategic Wealth Planners is well positioned to make many products in the marketplace available, fitting the needs of our clients.
We are not a captive company with any one particular carrier.
Rick Clifford strives to provide strategic review, analysis, excellent service and trusting relationships. Doing our job well can help you to realize your financial goals. All financial planning is offered through advisory representatives of LPL Financial Securities.
Are you interested in having us help you with your business needs? Request a quote today!