165 State Street, Brewer, Maine 04412
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477
A LITTLE ABOUT ME
Hi, I'm Jim Clifford, owner of Northpoint Financial LLC, an independent financial services company with more than 30 years of operation in Maine and Florida as a retirement income planner (making sure your income lasts as long as you do).
I learned the value of hard work and responsibility early in life growing up on a dairy farm in a small town called Troy, Maine. I bring this work ethic into my financial planning practice as a securities licensed series 65 fiduciary and independent insurance agent to help each client become involved with their financial plan.
I enjoy water sports, hiking, and tennis with family and friends in Jupiter, Florida and lakefront home in Otis, Maine.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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