- Timothy's mission is to partner with clients to help them to pursue their financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve our client’s wealth.
- To partner with clients to help them to complete their annual tax preparation requirements.
- We are fiduciaries. We put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics, but rather by our client’s success in pursuing their goals.
- Timothy provides comprehensive fee and commission based wealth management service. We will analyze and plan a client’s investment portfolio, estate plan, cash flow, income taxes, education and retirement. Recommendations are based solely on each client’s specific needs, circumstances and goals.
- Our firm provides a comprehensive tax preparation services. We will prepare a complete and accurate return based upon the information provided by the client.
- Our compensation and potential conflicts of interests will be fully disclosed at all times to our client's.
- As highly motivated financial and tax professionals, we are dedicated to creating strong relationships with our client's by delivering the best financial and tax solutions to fit our client's needs.
- We believe and practice excellence, commitment and dedication to our client relationships.
Investment and financial services are offered by Timothy J. Clark through his affiliation with Avantax