Jim Clifford

Founder/Ceo

I’m Jim Clifford, owner of Northpoint Financial LLC, an independent financial services company with more than 30 years of operation in Maine and Florida as a retirement income planner (making sure your income lasts as long as you do).

Growing up on a dairy farm in Troy, Maine, I learned the value of hard work and responsibility early in life. I bring this work ethic into my financial planning practice to help each client actively engage in their own financial plan. I enjoy hiking, tennis, and water sports with family and friends in Jupiter, Florida during the winter and a lakefront home in Otis, Maine during the summer.

Investment Team at Royal Fund Management

Mark Sorensen

CEO, Founder

Jess Quirello

Senior Adviser Success Specialist

Linda Sorensen

Co-Founder / Office Management

Jessica Willis

Business Systems Analyst

Michael Tarr

Director of 401(k) Maneuver/PEP

Carissa Bruce

Chief Administrative Officer

Contact Us

We would be happy to hear from you! 

Please call us at 207.356.4178, or fill in the form below.

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Royal Fund Management and Northpoint Financial LLC are not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

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