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Portland Oregon with Mount Hood in the background

Guidance Beyond the Numbers

Life-long client relationships are built on honesty, good communication, and value adding services. No decision is ever made without the clients’ best interest in mind. Financial planning and other consultation engagements are only offered when we feel that real value can be given to the client. This philosophy makes us not only your tax and financial advisor, but your advisor for life. Reasonable fees, fairly priced tax preparation, honesty, and integrity have made us an integral part of our client’s complex financial lives. Comprehensive Financial Planning offers clients an unbiased view, covering all the areas of their personal finances. Since all financial decisions are interrelated, one decision can affect several other areas of your life. We have found that the best way to maximize client wealth is to take an in depth analysis of all the areas of their personal finances. Our goal, at Clive Financial Services, Inc., is to improve the quality of our clients’ lives. While this goal is measured and accomplished differently for every client, many of the steps and processes to achieve these goals are similar. These activities fall under three main categories; comprehensive financial planning, investment management consulting, and effective tax accounting that maximizes tax savings. We focus on these three important tasks to help our clients achieve their dreams, both financially and personally. This process starts by stepping back from the day-to-day changes in the market place, and view the big picture. We help clients explore all their goals. Once a clear picture of where our clients want to go is established, we can start to evaluate where they currently are and what it is going to take to reach their destination. Please contact us with your personal finance and tax questions. We are eager to help. Helping our clients with their financial lives is our passion.

Rely On Our Experience

We strive to provide the highest level of service to our clients. Years of experience in tax preparation and financial planning have given us the skills and expertise to help you minimize your tax burden and reach your financial goals. *William Clive offers securities through KMS Financial Services, Inc. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you

CLIVE FINANCIAL SERVICES, INC. Specializes in accounting, tax preparation, financial planning, investment and retirement planning, and insurance planning (including life, disability and health insurance) for individuals and business owners. Business, and Individual Tax Preparation Accounting & Bookkeeping Services Investment Advising Asset Placement and Management Comprehensive Financial Planning Retirement and Estate Planning Life Insurance Analysis and Placement Health Insurance Analysis and Placement

Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA & SIPC