About Clark Wealth Management
As a client of Don Clark/Clark Wealth Management your financial interests come first. Our goal is to simplify your financial life with a coordinated and consolidated approach to comprehensive financial planning, focusing on the following areas:
- Financial Independence Planning – Retirement Planning
- Investment Management
- Tax Planning
- Goal Progress & Achievement
- Risk Management and Protection
- Business Interests
- Real Estate
- Plan B & Plan C Security
- Legacy & Estate
- Financial Planning
- Legal Documents
- Charitable Planning
- Key Life Decisions
Our team of specialists have the tools and the expertise to create tailored portfolios to help you pursue your specific needs.
We have an understanding of the complexities of financial planning and the rewards involved when the right plan is in place and monitored carefully.
Our clients appreciate our efforts to keep them focused on making their dreams a reality through a disciplined approach to financial planning.