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111 West Jackson Blvd.
Suite 1700
Chicago, IL 60604-3597

Clifton Kirksey, CFP®, CPFA®

(312) 528-3300

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Understanding Today’s Financial Environment

Welcome, I’m Clifton Kirksey, a financial consultant in Chicago, Illinois. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (312) 528-3300.

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Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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