A collaboration led by…
LandLink Vermont
Land For Good
Maine FarmLink
University of Connecticut
University of Maine
University of
Massachusetts
University of New Hampshire
University of Rhode Island
and University of Vermont.
| Matt Clifford, Financial Planner | |
Address |
Charter Oak Financial 4 Bay Rd. Suite 101 Hadley, MA 01035 |
Phone |
(413) 387-6794 |
Fax |
|
Email |
mclifford@finsvcs.com |
Website |
|
State(s) where we work |
Connecticut, Massachusetts, Maine, 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 |
Other information about our organization |
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. |
