WHAT DO WE DO AT RADCLIFF FINANCIAL?
Our first priority is helping you take care of yourself and your family.
Melanie Radcliff, CPA, founder of Radcliff Financial Group, Inc., offers Retirement Planning that begins with consultation and continues with personalized service. To help you set financial goals and priorities, we offer services and products which include:
Retirement Planning. More than a specific service or product, retirement planning can be defined as a process used to help build and maintain your Financial Path to the Future.
Tax Management. Think of tax management as a specific tool which allows you to drill, or narrow down, on your tax planning to better enable your financial plan to take advantage of and operate in a directed, tax-efficient manner.
Investment Planning. Investment planning is a tool used to align your financial goals with your resources. Investment planning can also be thought of as a sort of ‘brush hog’ that helps clear the path to your financial goals.
Insurance. Insurance is an integral part of your life, financial, investment and retirement planning. Insurance can provide specific solutions in areas ranging from helping meet your long term care needs to providing for your heirs. Insurance also offers other valuable and unique services.
Estate Planning. Through estate planning, you help ensure that your family’s needs, your financial goals, and your authority over yourself, are handled according to your wishes. Estate planning is a critical component of your financial and life goals, and can be described as ‘the tie that binds’ your goals together and gives them strength.
Financial Path to the Future. This may seem like an elusive dream, but when you start the process of retirement planning, you’ll discover that you’ve gathered the tools, equipment, parts, ties and components that can help you build and maintain your financial path to the future.
Check out our Resource Center below for more information.
WE PROVIDE ASSISTANCE IN THE FOLLOWING AREAS:
BondsCommon StockEducational IRATraditional IRARoth IRASEP IRASimple IRABrokerage AccountsTreasury BillsGovernment SecuritiesTreasury NotesVariable Annuity
Retirement PlansTax Plans401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing Plans
Disability Income InsuranceLife InsuranceLong-Term-Care Insurance