Our Qualifications

Cliff McWhorter has been working with individuals and businesses in the area for over two decades.  The experiences and relationships built over this period working with insurance, financial and retirement planning ideas is now his greatest asset.  His dedication to maintaining a close eye on the national and global economic environment will be key in the years ahead.

Cliff has excellent working relationships with several agencies that provide experience and knowledge in different areas of the insurance and financial services industry.

Cliff has the following registrations: 

  • FINRA Series 6 - Investment Company/ Variable Contracts Limited Representative
  • NASAA Series 63 - Uniform Securities Agent State Law
  • FINRA Series 7 - General Securities Representative
  • NASAA Series 65 - Uniform Investment Adviser Law 

Cliff supports his community by coaching youth sports and has been a Director for more than 12 years in the Northern Illinois Girls Feeder Basketball Association.

We look forward to working with you and establishing the ways in which our services can help you in the pursuit of your financial dreams and goals!