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5 Times You’ll Be Able to Teach Your Kids About Money Management
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To help my clients make financial decisions that feel right to them. I appreciate working with people who are leaders in their professions, and who are interesting and have a great sense of humor. I particularly enjoy assisting people who have demonstrated that they are serious about achieving their personal, business and financial goals.
Welcome to my site. You'll find plenty of useful information and an easy way to keep in touch with me through my e-newsletter.
If people ask me, "Who is Cliff Davis?," I start by telling them about my experience in the service. It taught me the value of being prepared and taking care of your people. I apply the same philosophy to the work I do today.
A few of the organizations Cliff Davis is active in or belongs to include:
Cliff Davis works on a friend-to-friend basis, and on occasion will welcome new clients.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4