Clark Financial Services originated in the year 2000 out of an idea that tax preparation services and financial planning go hand-in-hand. The basic truth is that all financial decisions you make in your life have an impact on your taxes and vis-versa.
I believe my approach adds a broader perspective to all I do and provides increased benefits to my clients.
I can help you address: • Investing principles and strategies* • Retirement investing and distribution strategies* • Estate conservation issues • Risk management analysis Also, I 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?
I have helped many people just like you with similar issues and concerns. I 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 Avantax.
Wealth Management Consultant
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.