I will partner with clients to help them to pursue their financial goals through objective planning and management of investment assets. My purpose is to help build, manage and preserve my client’s wealth.
I will partner with clients to help them to complete their annual tax preparation requirements and I will review the tax impact on financial planning and investment decisions.
I am a fiduciary. i put my client's 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 my client’s success in pursuing their goals.
I provide comprehensive fee and commission based wealth management services. I 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.
My firm provides a comprehensive tax preparation services. We will prepare a complete and accurate return based upon the information provided by the client.
My compensation and potential conflicts of interests will be fully disclosed at all times to my client's.
As a highly motivated financial and tax professional, I am dedicated to creating strong relationships with my client's by delivering the best financial and tax solutions to fit my client's needs.
I believe and practice excellence, commitment and dedication to my client relationships. Investment and financial services are offered by Timothy J. Clark through his affiliation with Avantax