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Our Mission

Growing up on the southside of Chicago has shaped my values and my approach to financial planning. Growing up in a blue collar household has taught me the value of preserving your hard earned retirement assets, strong community bonds and the power of one's family and friends.

I will partner with you to help you pursue your financial goals through objective planning and management of investment assets. My purpose is to help build, manage and preserve your wealth.

I am a fiduciary, I put your interest first, act with integrity and honesty, and strive for excellence in every facet of my practice. My success is not measured by performance statistics, but rather by your success.

I provide comprehensive fee and commission based wealth management services. I will analyze and plan your investment portfolio, estate plan, cash flow, income taxes, education and retirement. Recommendations are based solely on your specific needs, circumstances and goals. 

My compensation and potential conflicts of interests will be fully disclosed at all times.

As a highly motivated financial with an extensive background in income tax preparation, I am dedicated to creating strong relationships with you by delivering the best financial and tax solutions to fit your needs.

 

Investment and financial services are offered by Timothy J. Clark through his affiliation with Avantax.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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