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:
- 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.
