Our Core Values

Organization - We will help bring order to your financial life, by assisting you in getting your financial house in order. We assist with investments, insurance, a prudent spending plan, estate planning, taxes, etc.

Accountability - We will help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Objectivity - We bring insight from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Proactivity - We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education - We will explore what specific knowledge will be needed to succeed in your situation by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership We attempt to help you achieve the best life possible, but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs, and objectives, work collaboratively with you and your legal and tax advisors (with your permission), and offer transparency around our own costs and compensation.

Have a Question? Maybe We Can Help.

info@cliftoncapital.com

DALLAS OFFICE

214.245.5091

3333 Lee Parkway

Suite 600

Dallas, TX  75219-5117

FORT WORTH OFFICE

817.763.5091

2525 Ridgmar Boulevard

Suite 224

Fort Worth, TX 76116-4524

Series 6, 7, 24, 51, 63

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Clifton Capital Partners and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, MD, NV, OK, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

© 2019 by Clifton Capital, Inc - All Rights Reserved

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