(208) 746-3270

Helpful Websites

Broker Check

Find out from FINRA (Financial Industry Regulatory Authority) about your prospective broker’s employment history, certifications, licenses, regulatory actions, violations and any complaints.
http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/

My Social Security

Create a my Social Security account for your exclusive use to review your Social Security Statement, which includes estimates of future retirement, disability and survivor benefits. Verify the annual earnings posted to see if they are correct. View estimated Social Security and Medicare taxes you’ve paid, in addition to many other features.
http://www.socialsecurity.gov/myaccount/

Idaho 529 Plan

Find out about the State of Idaho college savings plan. Discover the tax benefits for Idaho residents, as well as tax benefits for the beneficiaries and other important information.
https://www.idsaves.org/

Oregon 529 Plan

Find out about the State of Oregon college savings plan. Discover the plan benefits, how it works, the tax advantages for donors and beneficiaries, and how the funds can be used.
https://www.oregoncollegesavings.com/

Annual Credit Report

The only official website explicitly directed by Federal Law. You are able to get one (1) credit report per year from each credit reporting company (Equifax, Experian and TransUnion). Credit reports may affect your mortgage rates, loan and credit card approvals, apartment requests, or even your job application. Ensure that all the information on your credit reports is correct and up to date.
https://www.annualcreditreport.com/

Opt Out Prescreen

The official Consumer Credit Reporting Industry website to accept and process requests from consumers to Opt-In or Opt-Out of firm offers of credit or insurance. May request Opt-Out (electronically) for up to 5 years, and through mail permanently.
https://www.optoutprescreen.com/

National Do Not Call Registry

The official Federal Trade Commission website providing you a choice whether to receive telemarketing calls at home. You can register your home or mobile number for free.
https://www.donotcall.gov/

Money As You Grow

20 things Kids need to know to live financially smart lives. This website provides milestones for kids in different groups between the ages of 3-5, 6-10, 11-13, 14-18 and 18+ years old. Each age group is given four (4) guidance topics on the use of money and activities they can do. This learning website was selected by the American Library Association as one of its Great Websites for Kids.
http://moneyasyougrow.org/

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, Private Portfolio Management, Mutual Funds, Stocks, Bonds, IRA(s), 529 College Saving Plans, Life Insurance, 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