Delivering high quality services in financial planning, specializing in the fields of wealth management, business valuation, and divorce planning.

“My clients and I appreciated that you delivered your work product in a timely manner and at a reasonable cost.

I have observed that judges, mediators and clients all appreciate the thoroughness of your proposed financial calculations which have helped in my client's cases.”

/  Radford H. Dimmick  /
Attorney

 

“Your participation in the Mediated Settlement of one of my recent divorce cases, was strong, relevant and helped to settle the differences in the calculation of value of this small family- owned business.”

/ Brad Frakes  /
Attorney

 

“I really appreciate your friendship and all of your help with my divorce and finances. I think you're pretty awesome!”

/  Julie C  /
Client

 

“I feel so fortunate to have you as a friend and advisor. Thank you for holding my hand through these first years. Your business is going to grow & thrive which is wonderful. I however will miss the special attention I feel I have been given. Thank you again for that! You have a great thing started. PLEASE let me know when you do another summit. I want to be there.”

/  Sally C  /
Client
 


Viewed by both the client and agency world as a marketing partner and problem solver

/  Michael A Clinton  /
The Hearst Corporation President, Marketing & Publishing Director

 


"A very effective sales executive. Very hands on and can do oriented, had a terrific reputation in the agency business and is quite well known. Clients loved him. I can tell you that this man can sell, motivate and make a terrific presentation, and his numbers proved it.”

/ Richard Stockton  /
VP, Forbes Inc., & The New York Times Company

 


"He created a nationally distributed health care booklet targeting senior management of America's most successful corporation and leading law makers.

He provided superior account servicing from start to finish with a true passion and caring for his work and our product.

Our future communications plans with Chief Executive Magazine was in large part due to trust and the strong relationship Cliff has built with us.”

/  Gregory J. Heath  /
Marketing Communications Consultant, The Hartford Insurance Company

 


"Thanks for your efforts to share Randy's Pausch story with a wider audience. I am thrilled to hear that Summit is going so well. I hope that the last lecture encourages you to keep dreaming big dreams, all good wishes!”

/  Jaffrey Zaslow  /
Wall Street Journal and Editor of The New York TImes best seller, The Last Lecture