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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.

 

Timothy Clark, CFP®, EA

Wealth Management Consultant

(708) 424-4100

(866) 885-1733

ClarkT@myavantax.com

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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