Clifton Gunderson LLP - A nationwide firm of Certified Public Accountants and Consultants

Financial Planning

These days, it seems everyone is calling themselves a financial planner. But as you're probably aware, many of their services come with strings attached–commissions, loads, ties to certain types or sources of investments, and so on.

We feel it's important for your future well-being to use financial planning resources that are competent and objective. Resources that put your best interests first.

At Clifton Gunderson Financial Services, you benefit from the experience and trust that a Certified Financial Planner™ professional brings to the table. CFP^® practitioners have completed the rigorous education, examination, experience and ethical requirements of the Certified Financial Planner Board of Standards certification process. CFP^® professionals are committed to providing competent, ethical financial planning.

In addition, you gain access to our nationwide network of financial experts and consultants with advanced designations including–

• Personal Financial Specialist (PFS)–Identifies a CPA who also provides financial planning services. The designation is authorized by the American Institute of Certified Public Accountants.
• Certified Divorce Financial Analyst™(CDFA™)–Professionals trained to help individuals make important financial decisions during the divorce process.
• Chartered Financial Consultant (ChFC)–Specialists committed to providing comprehensive financial planning.
• Chartered Life Underwriter (CLU)–Provides expert advice on a broad range of financial planning and insurance topics.
• Masters of Taxation
• Masters of Business Administration
• Juris Doctor (law degree)
• Certified Financial Planners (CFP^®)

Privacy Statement

Business Continuity Plan

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®,CERTIFIED FINANCIAL PLANNER^® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor.

Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300 , Akron , OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.

CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 8215 Greenway Boulevard, Suite 610, Middleton, WI 53562 (608) 662-8600.

The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader's specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.