We are independent
We are legally bound to put your interest first, disclose any conflicts of interest, and are personally liable if we give you bad advice.
We are fiduciaries
We have no home office or parent company influencing our advice. We work primarily as fiduciaries providing guidance to you and your family.
Tools and Technologies
Technology has changed how we invest, plan, and evaluate the economy. Technology does not replace professional judgment but can leverage knowledge for a more significant impact. We employ industry-leading tools to benefit you and your family.
PREPARING YOUR FUTURE
How can you be sure you are financially prepared for life’s next chapter?
Have you considered:
- the complexity of today’s financial markets,
- a burdensome tax system, and
- the cost of maintaining the lifestyle to which you are accustomed?
Are you prepared for the day you choose to stop working and reline your investments to provide income?
What steps should you be taking today to help ensure your assets will last a lifetime?
UNDERSTANDING YOUR GOALS
We understand your concerns and have the experience and expertise to provide clear answers.
For more than three decades, the professionals at Clifton Capital Partners Inc. have guided clients on their journey to a secure, prosperous retirement.
ON-GOING LEGACY EDUCATION
We help your children by offering them on-going financial education and advice.
Imagine if you had the opportunity to learn life’s major financial lessons early in your life.
We want to bring that benefit to your children.
ASSISTING WITH FINANCIAL BURDENS
We help you address the issues you may face by the aging of your parents. Many of us care for aging parents.
We understand the financial issues of elder-care and have tools to help you effectively assist in the management of your parents’ financial affairs.