Perry Clifton
An Experienced Guide On Your Financial Journey
With over 30 years of experience in Insurance and Investments, Perry is an experienced ally for those navigating the complexities of retirement planning.
Background & Expertise
Perry's unique strength lies in his commitment to his clients. He believes in educating and building relationships founded on communication and transparency. Perry's personalized approach to financial planning is focused to give his clients tailored solutions that align with their goals and aspirations for retirement.
Core Values
Perry's core values shape his unique and effective approach to financial advising. Putting clients first, helping to guide every decision and interaction in the benefit of their goals and objectives
Personal Interests
Beyond his professional life, Perry finds fulfillment and enjoyment in various hobbies and activities that enrich his life and contribute to his overall well-being. Some of Perry's passions include golf, exercise, spending time at the beach, and engaging in philanthropic endeavors.
Client-Centric Approach
Perry's approach to financial planning is rooted in a philosophy of putting clients' needs and interests at the forefront of every decision. He believes that successful financial planning is not just about numbers and charts; it's about understanding each client's unique circumstances, goals, and aspirations. Through personalized attention, customized solutions, proactive communication, and support beyond financial planning, Perry demonstrates his dedication to helping clients achieve financial success and live fulfilling lives.
Ready to Plan Your Retirement?
Schedule your consultation with Perry today and take the first step towards financial peace of mind.
Get In Touch
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.
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