Douglas Clifford

Business Name: Northwestern Mutual Wealth Management Company
Certifications/accreditations: Chartered Life Underwriter

Contact Information
Mailing Address: 2990 Lava Ridge Ct., Suite 210, Roseville, CA 95661
Office: 916-218-4403
Mobile: 916-813-1937
Email Address:  doug.clifford@nm.com
Website: www.DougClifford.com

Business Category
Wealth Management

Insights
As a Wealth Management Advisor at Northwestern Mutual for over 30 years, I have helped 1000’s of successful business-owners and professionals create Tax-efficient strategies for building and protecting wealth.  My areas of expertise include: Retirement and Distribution Planning, Business Buy-Sell and Succession Planning, Estate Planning, Deferred Compensation Strategies (for attracting and retaining Key Employees), and 401(k) Profit-Sharing Plans- including Cash-Balance Plans (to help owners maximize, or substantially increase their contribution per latest Tax Reform), and Fee-Benchmarking existing Retirement Plans (to limit owner’s Fiduciary liability and reduce plan costs).  On the personal side my wife Kassy and I have been married 30+ years, and have 6 children including 3 adopted.   I serve on the Board of Directors for Acres of Hope, The South Placer Estate Planning Council, and Rotary Club of Roseville.