Ratcliff Financial Services Inc, established in 1991, is an independent Private Wealth Services Firm. Our main focus is on Investment Management. At RFSI we understand the complexities of managing a wealthy estate. Our Customized Planning techniques include Portfolio Management Strategies, Tax Planning Strategies, Retirement Planning, Business Succession Planning, Estate Planning and Asset Protection. We are client driven seeking solutions that best fit the client's specific needs as opposed to a product oriented firm looking to make sales with a specific product to push. At RFSI we have limited the number of clients we will manage in order to offer full attention to the clients we have already made a commitment to help. This is why our client retention record is so high. To foster this "always available" environment we have set our account minimum at $1,000,000 to open a new account, some exceptions apply.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

We are dedicated to acting in the best interest of the client with an emphasis on maintaining a long and satisfying relationship. We are a private independent Firm backed by industry leading partners free of parent company or management pressures. This gives us the freedom to direct decisions that always keeps the client’s best interest at heart.

Ratcliff Financial Services is not a broker/dealer or a registered investment adviser.