The possible role of insurance and investments in your financial strategy!
Request a no-obligation meeting with Clark Financial Solutions today to discuss your financial strategy and how you may achieve a brighter financial future by working with an independent firm.
This is our story, we look forward to hearing yours. At Clark Financial Solutions, our sole focus is YOU.
Megan is Rick’s daughter, a graduate of the University of Virginia and is the Executive Vice President of our firm, as well as an advisor. She grew up learning about the business and fell in the love with the fact that our clients truly are the boss. Her passion to help others is fulfilled with every client we support. When not working with her own clients, she also assists Rick and Ben in case design for new and existing clients. Megan was born and raised here, and currently lives in Vienna with her husband James. She is currently working towards her Certified Financial Planner (CFP) certificate. Down the road when Rick decides to “retire”, he knows Clark Financial will be in good hands.
To schedule a time to discuss your financial strategy and how you may achieve a Brighter Financial Future by working with an independent firm, contact us at Clientservice@clarkfinancialplanning.com or call us at 703.796.0957 today!
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