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Our Process

At Clark Financial Services, I believe that I am best able to help you pursue your financial goals using the interactive eMoney Advisor® App and tax smart investing strategies. Through this process, I will identify what you want your life to look like today, tomorrow and beyond. I will then gather information on your current assets and savings and use this data to come up with an investment strategy that will help you pursue your goals and dreams.

At Clark Financial Services, I am uniquely qualified to provide financial planning and investment guidance with a perspective on how taxes will impact those decisions.

My goal is to partner with you to provide continuous counsel and help you pursue the life you and your family deserve.

Offering exceptional service and a holistic approach to planning is the mission of Clark Financial Services.



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


eMoney Advisor® is a wealth management platform that allows you access to monitor account activity, track your progress toward goals, evaluate spending and much more. This solution helps me provide you a clear picture of how well you're positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.