Clifford R Davis Jr, CLU®, ChFC®, CASL®, MSFS

Financial Advisor

My Mission

"To help my clients make financial decisions that feel right to them. I appreciate working with people who are leaders in their professions, and who are interesting and have a great sense of humor. I particularly enjoy assisting people who have demonstrated that they are serious about achieving their personal, business and financial goals."

Welcome to my site. You'll find plenty of useful information and an easy way to keep in touch with me through my e-newsletter.

If people ask me, "Who is Cliff Davis?," I start by telling them about my experience in the service. It taught me the value of being prepared and taking care of your people. I apply the same philosophy to the work I do today.

Affiliations

A few of the organizations Cliff Davis is active in or belongs to include:

Cliff Davis works on a friend-to-friend basis, and on occasion will welcome new clients.

The Business Corner  

If you own or operate a business, Cliff Davis recommends the following articles:

Click here to read additional articles. 

With a focused expertise on the business owner, Russell Stehling can provide guidance for any stage of your business:Business Markets Stratey map

  

 

 

Focus on Physicians and Dentists

Cliff Davis works extensively with Physicians and Dentists on their financial wellness including Disability Insurance with a Medical Occupation Definition.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck