FINANCIAL SERVICES

In addition to investments, Donna Clifford can help you with the following other financial services:

Life Insurance
Life insurance policies provide for your dependents in case of your untimely death.  They can also be used to fund college or retirement.  Term, whole life, and adjustable life policies are available.

Fixed Annuities
Fixed annuities are one way to provide a stable income in retirement.

Mortgages and Home Equity Lines of Credit
Donna Clifford can help you with mortgages and home equity lines of credit through Financial West Groups’s arrangement with Everbank.  Competitive rates and streamlined processing.  Pre-approval usually within one business day.

Tax Planning
Donna Clifford is an Enrolled Agent and has more than 25 years experience in tax preparation and planning.  She can help you understand and plan for the tax implications of your investments.  If you have property that has appreciated substantially in value, she can assist you in deferring taxes through an Internal Revenue Code section 1031 real estate exchange.

Tax preparation is available through Hughes & Chase, CPAs.