Working with an Independent Fiduciary is imperative for your financial future!
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.
Discover the many opportuinites available to help secure your financial future through the use of insurance and investment products
We can refer you to professionals to help meet your individual needs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at 703.796.0957 today!
1 Genworth 2012 Cost of Care Survey: Home Care Providers, Adult Day Health Care Facilities, Assisted Living Facilities and Nursing Homes https://www.genworth.com/dam/Americas/US/PDFs/Consumer/corporate/coc_12.pdf
2 MetLife: The 2011 Market Survey of Long-Term Care Costs
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.
Answer your social security benefits questions with this short checklist.
Enter your email below so that we can send you your copy.