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Posts by webteam

Protect Your Retirement

By webteam | June 1, 2022 | 0

In this complimentary webinar, we will discuss ways you can protect your retirement in these uncertain times.

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Having a Plan

By webteam | June 1, 2022 | 0

Do you have a plan to retire confidently? Register today for this complimentary webinar!

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Unpacking Annuities

By webteam | June 7, 2022 | 0

In this webinar, Megan will discuss what types of annuities may make sense for you.

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How to Avoid The Tax Time Bomb

By webteam | June 1, 2022 | 0

In this complimentary webinar Megan Clark will cover: IRAs versus Roth IRAs, tax preparation versus tax planning, and much more!

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Meet the Speaker: Risk Management Tools

By webteam | June 1, 2022 | 0

Daniel Cooper, a licensed paraplanner at Clark Financial Solutions, will give an educational webinar on risk management as part of financial planning.

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Meet the Speaker: 1031 Exchanges and DSTs

By webteam | June 1, 2022 | 0

In this webinar Bill Horan, a 1031 Expert, will cover: What a 1031 Exchange is and why they take place, tax advantages of a 1031 Exchange, and more!

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Meet the Speaker: Estate Planning

By webteam | June 1, 2022 | 0

John Dedon, Estate Planning and Trust Attorney with Cameron McEvoy PLLC will discuss: What estate planning entails, the legal documents every family should have, and more!

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  • Protect Your Retirement
  • Having a Plan
  • Unpacking Annuities
  • How to Avoid The Tax Time Bomb
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    FINRA / SIPC / MSRB

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Brighter Financial Capital Management, LLC, a SEC Investment Advisor. Insurance products and services are offered through Clark & Associates, Inc. Financial Solutions, an affiliated company. Brighter Financial Capital Management, LLC and MAS are separate entities, independently owned.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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