Jim Clifford

Welcome

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).

Growing up on a dairy farm in Trow, Maine, I learned the value of hard work and responsibility early in life. I bring this work ethic into my financial planning practice to help each client actively engage in their own financial plan. I enjoy hiking, tennis, and water sports with family and friends in Jupiter, Florida during the winter and a lakefront home in Otis, Maine during the summer.

Areas of Focus

• 401(k) Professional Management of your money within your employer's 401(k) plan- Click Here
• Retirement Income
• 401(k) Rollovers and Consolidations of previous plans
• Financial Advice and Planning focused on career-oriented professionals

Education

• Securities licensed, Series 65 fiduciary
• Independent insurance agent, licensed in Florida and Maine

MARKETWATCH

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.

Full Disclosure