Broker Check

Investment Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Investment Advisory

College Savings 529 Plans

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuities

Financial Services

Retirement Plans*

Financial Planning

Tax Planning

401(k) Planning*

College/Education Planning*

Legacy Planning


Fixed Index Annuities

Fixed annuities

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

* These services are offered by Timothy J. Clark through his affiliation with Avantax

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  708-424-4100