Broker Check

THE RADCLIFF FINANCIAL GROUP TEAM

Founded in 1999, Radcliff Financial Group, Inc. continues to earn and maintain client confidence the old-fashioned way--by being trustworthy and ethical.

This approach to business, friendship and life is still the foundation upon which we serve our clients today. For your Retirement Planning to Estate Planning, turn to Melanie Radcliff, CPA and Financial Advisor, founder of Radcliff Financial Group, Inc.

Radcliff Financial Group, Inc.’s independent nature and passion to truly know and understand you and your Retirement Planning, Insurance and Investment Planning fit Summit’s model of a “full-service boutique financial services firm.” -- As Investopedia describes these Boutique service, they are continually aiming to offer more individualized services, tailored to your specific needs.

 

Melanie Radcliff, CPA

Financial Advisor

479-488-4635

(479) 222-6906

mel@melanieradcliff.com

Melanie Radcliff, CPA, Financial Advisor, and founder of Radcliff Financial Group, Inc., offers retirement planning, estate planning, insurance and investment planning to clients: from young adults to those "well-into-retirement."

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LisaAnn Owens

Administrative Assistant/Financial Paraplanner Qualified Professional, FPQP

479-488-4635

lisaann@melanieradcliff.com

LisaAnn’s Bachelor of Arts in History degree and her experience in health care, hospitality management, human resources, and accounting help make her the perfect Administrative Assistant for Radcliff Financial Group.

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Baylee Slate

Client Experience Director

bslate@summitfn.com

With a background in public relations, nonprofit studies, financial services, marketing, social media management, and event management, Baylee makes a wonderful Client Experience Director for Radcliff Financial. 

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