Charter Oak Financial

Name: Charter Oak Financial
Address: 4 Bay Rd. Suite 101, 01035
Telephone: 413-387-6794
Price range: $$

Matt Clifford

Financial Planner

Address:

4 Bay Rd. Suite 101

Hadley

01035

Phone:

413-387-6794

Email:

mclifford@finsvcs.com

Website:

http://www.charteroakfinancial.com/

State(s) where we work:

Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont

Areas of expertise:

Estate and Retirement Planning, Family Communications, Goal Setting, and Assessment, Farm Business, Financial and Tax Planning, Legal Issues and Business Structures, Transfer Planning

Description:

My work focuses on managing farm, business, family, and financial risk and planning for issues such as farm transfer/ business succession and estate planning. I also help coordinate various financial, legal, and tax programs of farm families. This is accomplished through a collaborative, comprehensive planning process.