Cliff Brockmann, CFP®, EA
Your Local, Flat-Fee Financial Planner in Parsippany, NJ
Who Charges a Flat Monthly Fee — Not a Percentage
Why I Started High Touch Financial Planning
As a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA) with nearly a decade of experience at top firms, I saw how the 1% asset management model quietly erodes wealth. Watching disciplined savers get overcharged simply because they did the right things never sat right with me. I’m Cliff, and that’s why I launched this modern practice, a transparent flat fee alternative that helps clients keep more of what they’ve earned, often saving $100,000 to $1 million+ over their investment lifetime.
What I believe
- I believe financial planning should be transparent and flat‑fee, no commissions, no surprises.
- I believe in low‑cost, evidence‑based investing that keeps more of your money working for you.
- I believe planning should be comprehensive — taxes, retirement, cash flow, investments, everything.
How We Get Started
- 20‑Minute Discovery Call: A short conversation to understand your situation and see if we’re a good fit. No pressure, no sales pitch.
- Deep Planning Meeting: We review your goals, numbers, taxes, investments, and priorities. You get clarity on what matters most.
- Your Plan & Ongoing Support: You receive clear recommendations and ongoing guidance, all for a flat fee.
If you’re curious, you can schedule a short discovery call.