Perry Clifton

The Retirement Specialist

Your Partner for Financial Success in Retirement

With over 30 years of experience running his own business, Perry's journey in the financial world is one marked by resilience and dedication. Perry's expertise in insurance and investments make him an ally for all those navigating the complexities of retirement planning.

Meet Perry

Your Retirement Guide

I am not just another financial advisor; I am a dedicated advocate for your financial well-being, with a mission to bring high-level investment strategies to pre-retirees and retirees. As "The Retirement Specialist," my commitment to standing out from the noise in the financial industry is evident in every aspect of my work.

How Can Perry Help You?

Work towards your financial goals with personalized services tailored for pre-retirees and retirees.

Investment Strategies

Whether you're looking to grow your wealth, generate income, or preserve capital, Perry leverages his expertise and market insights to design a strategy that aligns with your financial objectives. With his guidance, you can feel confident in your investment decisions.

Retirement Income Planning

Planning for retirement is about more than just saving money; it's about creating a reliable income stream to support your lifestyle throughout your golden years. Perry specializes in comprehensive retirement income planning, helping clients navigate the complexities of social security, pensions, annuities, and investment accounts to help build a steady and sustainable income in retirement.

Risk Management

Protecting your assets and mitigating financial risks is essential for safeguarding your financial future. Whether it's through insurance products, emergency funds, or estate planning techniques, Perry helps to protect your assets against unforeseen events such as market downturns, health crises, or unexpected expenses.

Comprehensive Financial Plans

Your financial future is multi-faceted, encompassing investments, retirement planning, insurance, estate planning, and more. By taking a holistic approach and considering the interconnectedness of various financial decisions, Perry helps clients optimize their financial resources and navigate life's transitions with confidence. With a comprehensive financial plan in place, you can feel empowered to make informed decisions and pursue your dreams with clarity and purpose.

Client Feedback

See what clients are saying about working with Perry.

Perry has helped me for over 20 years regarding my investment and insurance needs. His insights have helped me better understand my investment choices and are always attentive to my needs.

Joyce S.

Current client, unpaid

3/25/24

I appreciate Perrys help regarding my investment strategy while focusing on my needs for retirement income and risk management. As an independent advisor I feel that he provides a customized approach versus a cookie cutter portfolio you find at other firms.

Dave B.

Current client, unpaid

3/27/24

These testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given statements. The statements may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.

Stay Informed with My Insights

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Ready to Plan Your Retirement?

Schedule your consultation with Perry today and take the first step towards financial peace of mind.

Advisory services offered through TACTIVE ADVISORS, LLC, a Delaware limited liability company.

We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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