Estate Planning Assistance

Estate Planning Assistance is the support we offer our clients in the collection of documents, and preparation of tasks, which serves to manage their estate in the event of their incapacitation or death. We partner with several estate planning attorneys to accomplish this process to help with the settlement of assets and estate taxes. This is an ongoing process that we review regularly with our clients to ensure their estate plan is in alignment with their life goals.

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.


We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.


The Fall Edition of our Quarterly Newsletter is here! Click here to visit our Newsletter page where you can view/print the Fall 2018 edition or any other of our archived newsletters which contain advice and tools to help you navigate the myriad of financial news and trends.

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