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11950 S. Harlem Ave
Suite 202-1
Palos Heights, IL 60463


Timothy J Clark

(708) 424-4100



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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


Timothy Clark, CFP®, EA

Wealth Management Consultant

(708) 424-4100

(866) 885-1733

Timothy J Clark, CFP®, EA, Wealth Management Consultant and Senior Tax Preparer, has over 40 years of income tax preparation experience and over 15 years experience as a financial services professional.

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