Clifford Straub (BS, CFP®, MBA)

Clifford Straub focuses in the
following client markets or areas of practice:

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We help clients achieve greater clarity, better control, and higher confidence in their financial lifestyle by focusing on what’s most important in their lives.

Greater clarity comes from building a clear picture of what a client needs and wants that will create happiness and satisfaction in their lives. It’s about goals, values and authenticity.

Better control is achieved by having an active partnership with their advisor. This includes participating in developing the strategies and solutions that reflect their financial lifestyle choices. It also means retaining control of their investments.

Higher confidence is the result of greater clarity and better control. It comes from knowing where you’re going and how you’re going to get there. It comes from avoiding the mistakes that can create major setbacks and disappointments in your life.

We take the guesswork out of making smart financial choices so you get the things you really want in life.

When was the last time your spoke with a financial advisor that wasn't trying to sell you something?

Additional Information

Our clients are time starved established professionals that don’t want to “do it all myself,” recognize the value of their time, and want to avoid making costly mistakes.

We help people that are suddenly single as a result of a major life transition and don’t have the experience to manage all aspects of their financial lives.

And, we work with not-for-profits to reduce their investment expenses and enhance their investment performance so they can provide better financial support to their mission.