Chuck Clifton (CDFA, CFP®, MBA)
Chuck Clifton focuses in the
following client markets or areas of practice:
- Divorce Planning
- Federal Employees
- Hourly
- LGBT Couples and Families
- Middle Income Client Needs
- Special Needs Planning
- Divorce Planning
- Federal Employees
- Hourly
- LGBT Couples and Families
- Middle Income Client Needs
- Special Needs Planning
Planning Specialties
- Investment Portfolio Design & Maintenance
- Retirement Planning Strategies
- Budgeting & Debt Management
- Divorce Financial Planning
- College Funding Advice
- Insurance Planning
- Estate Planning
- Second Opinions
NAPFA Start Date
April 19, 2013