Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

What We Offer

At Clark Financial Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Our Process

Brighter Financial Blueprint™

Building your foundation

Today

I. Vision – What You Want

CLARIFY - Together, we will clarify where you want to go. We’ll identify strengths, opportunities, consider potential dangers and threats.

SCHEDULE THE DISCOVERY APPOINTMENT

2 Weeks

II. Discovery – What You Have

REVIEW YOUR PERSONAL FINANCIAL INFORMATION - We’ll help organize finances and address/correct potential issues and concerns.

TOGETHER, DETERMINE IF WE ARE A “FIT” - SCHEDULE STRATEGY APPOINTMENT

4 Weeks

III. Strategy – What You Need

COMMIT YOUR RETIREMENT - Based on commitment and trust, in order to work together, we must confirm our commitment to the process.

IMPLEMENT YOUR PLAN - Reaching any goal requires action. With implementation, you will have a safe, easy to follow path format for reaching your retirement goals.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Explore your Medicare coverage options that makes sense for you.

No obligations. Just solutions.

 

As an independent financial services firm, we work closely with several of the top insurance carriers to create customized solutions that fit your needs — not our bottom line.

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation supplemental insurance quotes; that means no hassle, and no pressure to apply.

 

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 703.796.0957