Where Do You Want Your Financial Roadmap to Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Clipper Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.Contact Us
Why Work With Us?
We are committed to providing a high level of service that stands apart from the rest.
How Do We Work?
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn about all the parts of Medicare with this informative and enjoyable article.
The federal government requires deceased individuals to file a final income tax return.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
When considering life insurance, it's important to understand your options.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How will you weather the ups and downs of the business cycle?
Bucket lists don’t have to be for tomorrow.
Explaining the SECURE Act and how the changes affect your retirement strategy.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.