(208) 746-3270

Financial Planning

Financial Planning involves creating a comprehensive evaluation of our client’s current and future financial state to predict potential income, investment values and withdrawal plans. The estimates of cash flow and asset growth are then used to determine if a person’s financial goals can be met in the future, or what steps need to be taken to ensure that they are. Considerations include our client’s future life goals, wealth transfer plan, expense levels, and many other factors.

Mission Statement

At Clifford Associates (CA) Financial Services, our mission is to enhance our client’s financial security and peace of mind.  We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.

Services

We provide financial and investment services including Registered Investment Advisory Services, Mutual Funds, Stocks, Corporate Bonds, Tax-free Municipal Bonds, Life Insurance, Unit Investment Trusts and Estate Planning Assistance.

Newsletters

Click here to visit our Newsletter page where you can view our Client Quarterly Newsletter (Spring 2017) and links to archived newsletters which have up-to-date financial advice and helpful hints and tools to help you navigate the myriad of financial news and trends.

Have a question?

Don’t hesitate to send us an email or give us a call (208) 746-3270… we are here to help!

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA / SIPC and an SEC Registered Investment Advisor.

 

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

KMS Financial Services