About Me

Hello and thank you for taking a little time out of your day to get a sense of who I am.  After 25 years in the financial services arena how I view each client relationship can be summed up by first asking yourself this question:

Isn't one of the greatest needs of human existence to have:
Work that matters?
Work that is meaningful?
Work that makes a difference?

The key then is to help each client find a solution to what she or he wants or needs, and make sure it translates into a plan or program that matters, is meaningful and makes or will make a difference in your life and/or legacy.

Please, call me - It may be the best part of your day!

Yours in service,
Cliff
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