Broker Check

At our firm, we have the client—and only the client—in mind.

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.

At our firm, we have the client—and only the client—in mind.

I can help you:

  • Develop a comprehensive fee based financial plan*
  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Education and Legacy planning
  • Risk management analysis

Also, I can help 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

Timothy Clark, CFP®, EA

Wealth Management Consultant

(708) 424-4100

(866) 885-1733

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.