Through our affiliation with Cambridge and because we duplicate your information in secure, off-site data storage, your client information is accessible in the event of a local or regional emergency or a natural disaster.
In the event of the death or disability of Greg Clifton or any other essential advisor within Clifton Capital, a written business continuation plan ensures an appropriately licensed and trained investment representative would be available. The new advisor would be interim while a permanent owner is selected to guide clients over the longer term.
During and for up to one year after the new advisor is selected, a trust funded with life insurance would pay the operating expenses of Clifton Capital Partners, Inc. During this time, clients can meet the new advisor and determine if they wish to remain clients of Clifton Capital. An employee retention plan covers employees so they have secure employment and can remain in place during the transition.