BORN AND RAISED IN DETROIT CITY, CLIFT HAS ALWAYS TAKEN PRIDE IN SERVING HIS COMMUNITY. THIS HAS BLOSSOMED INTO THE COMMITMENT TO ADVOCATE FOR FINANCIAL WELLNESS AND ECONOMIC EMPOWERMENT.
CLIFT OBTAINED A BACHELOR’S DEGREE IN BUSINESS MARKETING FROM SAGINAW VALLEY STATE UNIVERSITY IN 2017.
IMMEDIATELY AFTER GRADUATION, CLIFT BEGAN WORKING FULL TIME AND USED HIS INCOME TO INVEST WITH THE GUIDANCE OF HIS FINANCIAL ADVISOR. IN 2019, CLIFT DECIDED TO TAKE THE NEXT STEP IN HIS CAREER AND TRANSITION TO THE FINANCIAL SERVICES INDUSTRY AS A LICENSED ADVISOR.
OVER THE LAST 5 YEARS, THIS CAREER HAS ALLOWED CLIFT TO IMPACT THOUSANDS OF FAMILIES, SECURING OVER OF $400 MILLION IN WEALTH PLANNING. HIS CLIENTS RESIDE IN OVER 25 STATES AND REPRESENT PROFESSIONALS IN A VARIETY OF INDUSTRIES.
CLIFT HAS BEEN RECOGNIZED AS A TOP PERFORMER IN HIS INDUSTRY, RECIPIENT OF THE BEST FINANCIAL PLANNER IN DETROIT AWARD BY HOUR MAGAZINE, APPEARED ON MULTIPLE NEWS PUBLICATIONS INCLUDING BEAUTIFUL MACHINE MAGAZINE, CBS DETROIT, AND WDIV LOCAL 4 NEWS, AND RECEIVED THE SPIRIT OF DETROIT AWARD FOR OUTSTANDING LEADERSHIP AND COMMUNITY IMPACT FROM DETROIT CITY COUNCIL PRESIDENT AND MAYORAL CANDIDATE MARY SHEFFIELD.
Let's take a look at how much money you are making vs how much you are spending. Keeping track of cash flow is important for staying organization.
Whether you need a better savings strategy or help figuring out where you should save for certain goals and the right type of accounts, we can plan accordingly.
From student loans to credit cards and medical bills, debt can have a negative impact on your net worth and credit score. Get a game plan to eliminate debt and reclaim your freedom.
Get an understanding of the stock market basics in simple terms. Already knowledgeable? Let's choose investment options that make you money and match your goals.
Regardless of whether your retirement plan is to sell your business, live off a real estate portfolio, or retirement savings in your 401 (k)/IRA, you need a plan. Let's build out that plan together.
Protecting yourself and your loved ones from a loss of income due to injury/illness, or death can bring peace of mind. We will make sure money is not a concern even during unfortunate times.
Are you a small business owner looking for guidance on how to structure a business model? Need ideas on efficiency and making solid offers that increase profits and save time? This service is designed to help you win!
Often, people need general financial advice to make the best use of their cash or investments. Having a thought partner ensures your money moves are based on logic, not emotion.
Feel stuck paycheck to paycheck? It's more than likely a mental roadblock. Let's unlock the mindset and perspective that will accelerate your growth. Learn the information and processes needed to get ahead.
1. In-depth 1:1 Financial Consulting.
Agreements are 12months, with one virtual session per month, each lasting 90 minutes.
This plan is for the most comprehensive financial planning, covering every relevant portion of your financial needs. This service starts at a minimum annual rate of $3,600. Rates increase based on complexity.
2. Discretionary 1:1 Financial Consulting.
90-minute virtual sessions are scheduled at the client's discretion on an as-needed basis.
This plan is great for advice needed during major life changes such as marriage, starting a family, buying or selling a home, large cash influxes, etc. This service starts at a minimum session rate of $320. Rates increase based on complexity.
3. Join Our Networking Community
Membership in our networking community grants access to online and in-person masterclasses on financial planning, stock market investing, and much more.
Also included is free admission to the monthly Networking at Night Detroit event to expand your network of professionals. General Membership starts at $48/month.
Check out this video of Networking at Night Detroit Volume 12. A monthly event curated by Clift Roach!
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