Broker Check

Our Services

Foundational Strategies and Ongoing Financial Planning Services

At Clark Financial Planning, our first priority is helping our clients plan for their financial future. We take the time to learn more about your personal situation, identify your short and long-term goals, and educate you about your options. We pride ourselves on our ability to
effectively communicate and empathize with your current chapter in life. 

Foundational Strategies

Designed for clients who want insurance or investment services
and do not want to engage in ongoing financial planning


Services offered:

Insurance services

– Insurance needs analysis

– Insurance strategies


Investment services
– Portfolio analysis
– Brokerage products
– Investment advisory services


Client service & Implementation cost
– Personalized meeting structure
– Insurance and Investment Services: Cost varies

based on products and account types

Ongoing Financial Planning

Designed for clients who want an ongoing financial planning
relationship that looks at their whole financial situation


Services offered:

Core topics

– Financial position
- Cash flow
- Net worth
– Protection
– Basic estate planning


Goal-based topics
– Financial position planning
– Protection planning
– Retirement planning
– Education planning
– Estate planning
– Investment planning
– Income tax planning


Client service & Implementation cost
– Personalized meeting structure

– Fee for customized plan: Varies based on complexity


Areas of Focus

Retirement Income Planning

Traditional and Roth IRA Plans
SIMPLE and SEP IRA Plans
401(k), 403(b) and Profit Sharing Plans
Annuities
Social Security Planning
Pension Maximization Strategies

Estate Planning Strategies

Survivorship (Second to Die) Life Insurance
Trust Services
Tax Minimization Strategies
Chartitable Giving Techniques


Wealth Management &
Investment Planning 

Asset Allocation Strategies
Managed Money and Advisory Platforms
Mutual Funds

Exchange Traded Funds (ETF)
Brokerage Accounts

Risk Management

Life Insurance
Individual Disability Income Insurance
Long Term Care Insurance
Life/LongTerm Care Hybrid Plans

Business Planning

Buy-Sell Agreement Funding
Deferred Compensation Agreements
Key Employee Benefits
Business Succession Planning
401(k) and Profit Sharing Plans


Education Funding Strategies

529 College Savings Plan

         UTMA/UGMA
  Financial Aid Strategies

For more information about our firm and the services we offer, send us a quick email or
call the office. Our first conversation is at no charge to you.

sarahaclark@financialguide.com(717) 969-8922