Clark Financial Advisors provides financial planning and investment advice for business owners, executives, professionals and families.
Many are at a crucial “bend in the road”: they want to protect their money for life and to face their retirement years with adequate income and insurance protection.
Clark Financial Advisors can lead the way. We work cooperatively with our clients’ legal and business advisors to facilitate retirement and ownership transactions. We understand our clients’ issues and priorities and we make them our primary focus.
Investment advisors vary tremendously in their approach to their clients’ financial planning issues. Clark Financial Advisors focuses on the client’s personal and business goals, and we develop a financial plan to reach those goals. This can encompass corporate finance, small business finance, and personal finances, and it can include portfolio management, planning for college educations, retirement planning, and estate planning.
The first step in the client’s involvement with Clark Financial Advisors is an extensive interview to determine the client’s needs and goals with regard to their money. Most people have ideas about how their financial futures should be, but they may have little practical knowledge about how to get there. Clark Financial Advisors provides that expertise. Our clients can rest assured their money is working for them, and their investment advisor is on the job and looking out for their financial interests.