Cliff Brockmann, CFP®, EA
founder @ high touch financial planning
I'm Cliff Brockmann, a CFP® and Enrolled Agent based in northern New Jersey. I spent nearly a decade at traditional firms watching disciplined people get overcharged simply because they followed the right advice and built real wealth.
I've seen clients sitting in annuities and whole life insurance policies they didn't understand, sold to them by advisors who had quotas to hit. I've seen people paying $15,000 a year in fees and not knowing what they were getting for it. I started High Touch Financial Planning because there's a better way.
My clients aren't just numbers. They're people trying to make smart decisions with what they've worked hard to build.
About / Who I Help
Why I’m Different
High Touch Financial Planning was built to stay intentionally small, personal, and aligned with the people we serve. After years at large firms, I saw how growth pushes advisors away from clients and toward gathering assets instead of giving real advice. My firm is the opposite. I run a flat‑fee model and work closely with a limited number of households, keeping transparency and trust at the center of every relationship. Most clients pay $250–$750 per month for comprehensive planning, no asset‑based fees, no commissions, no sales agenda.
hightouchfp.com
cliff@hightouchfp.com
