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(313) 850-5474

Financial Advice That Brings Clarity & Confidence!

Financial Advice That Brings Clarity & Confidence!Financial Advice That Brings Clarity & Confidence!Financial Advice That Brings Clarity & Confidence!
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About Clift Roach II

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BORN AND RAISED IN DETROIT CITY, CLIFT HAS ALWAYS TAKEN PRIDE IN SERVING HIS COMMUNITY. THIS HAS BLOSSOMED INTO THE COMMITMENT TO ADVOCATE FOR FINANCIAL WELLNESS AND ECONOMIC EMPOWERMENT.


CLIFT OBTAINED A BACHELOR’S DEGREE IN BUSINESS MARKETING FROM SAGINAW VALLEY STATE UNIVERSITY IN 2017.


IMMEDIATELY AFTER GRADUATION, CLIFT BEGAN WORKING FULL TIME AND USED HIS INCOME TO INVEST WITH THE GUIDANCE OF HIS FINANCIAL ADVISOR. IN 2019, CLIFT DECIDED TO TAKE THE NEXT STEP IN HIS CAREER AND TRANSITION TO THE FINANCIAL SERVICES INDUSTRY AS A LICENSED ADVISOR.


OVER THE LAST 5 YEARS, THIS CAREER HAS ALLOWED CLIFT TO IMPACT THOUSANDS OF FAMILIES, SECURING UPWARDS OF $400 MILLION IN WEALTH PLANNING. HIS CLIENTS RESIDE IN OVER 25 STATES AND REPRESENT PROFESSIONALS IN A VARIETY OF INDUSTRIES. 


CLIFT HAS BEEN RECOGNIZED AS A TOP PERFORMER IN HIS INDUSTRY, NOMINATED FOR THE BEST FINANCIAL PLANNER IN DETROIT AWARD BY HOUR MAGAZINE, APPEARED ON MULTIPLE NEWS PUBLICATIONS INCLUDING CBS DETROIT, AND RECEIVED THE SPIRIT OF DETROIT AWARD FOR OUTSTANDING LEADERSHIP AND COMMUNITY IMPACT FROM DETROIT CITY COUNCIL PRESIDENT AND MAYORAL CANDIDATE MARY SHEFFIELD. 

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Services

Budgeting

Employer Benefits

Savings Plans

Let's take a look at how much money you are making vs how much you are spending. Keeping track of cash flow is important for staying organization.

Savings Plans

Employer Benefits

Savings Plans

Whether you need a better savings strategy or help figuring out where you should save for certain goals and the right type of accounts, we can plan accordingly.

Employer Benefits

Employer Benefits

Stock Market Investing

Need help understanding your benefits package at work? Together, we can select the proper plans that fit you and your family.

Stock Market Investing

Stock Market Investing

Stock Market Investing

Get an understanding of the stock market basics in simple terms. Already knowledgeable? Let's choose investment options that make you money and match your goals.

Retirement Planning

Stock Market Investing

Retirement Planning

Regardless of whether your retirement plan is to sell your business, live off a real estate portfolio, or retirement savings in your 401 (k)/IRA, you need a plan. Let's build out that plan together.

Insurance

Stock Market Investing

Retirement Planning

Protecting yourself and your loved ones from a loss of income due to injury/illness, or death can bring peace of mind. We will make sure money is not a concern even during unfortunate times.

Debt Strategy

General Advice

General Advice

From student loans to credit cards and medical bills, debt can have a negative impact on your net worth and credit score. Get a game plan to eliminate debt and reclaim your freedom.

General Advice

General Advice

General Advice

Often, people need general financial advice to make the best use of their cash or investments. Having a thought partner ensures your money moves are based on logic, not emotion.

Money Mindset

General Advice

Money Mindset

Feel stuck paycheck to paycheck? It's more than likely a mental roadblock. Let's unlock the mindset and perspective that will accelerate your growth. Learn the information and processes needed to get ahead.

In Person Experiences

Check out this video of Networking at Night Detroit Volume 10. A monthly event curated by Clift Roach!

Register For Detroit's Premier Networking Experience

Tickets

Speaking Engagement Inquiry

Book Clift as a keynote speaker for your event, live panels, podcasts, and more.

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CRMC & Associates LLC

business@cliftroach.com (313) 850-5474

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