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Retirement and Financial Planning – Planning for a specific goal needs to start well before you will need the money.  We’ll be there to keep you on track, whether it’s saving for retirement, college, a second home, or even a trip around the world.  Clark & Company can help you save, allocate, plan for the necessary cash flow, and project where you stand in comparison to the amount required.

Estate and Trust Planning – You have worked too hard to lose your assets to taxes, fees and penalties.  We will work with your attorney and accountant to build a comprehensive plan to honor your wishes and transfer wealth to your heirs and charitable beneficiaries in the most tax efficient way possible. 

Tax Reduction Strategies – The biggest enemy to a portfolio is taxes.  We will work in consultation with your accountant to advise you on various tax issues you may encounter; capital gains, IRA distribution, gift, estate taxes and charitable deductions just to name a few.  It’s your money; keep as much of it as possible.

Planning for Medical Doctors – Doctors face a unique set of constraints, given their professional liability, short number of high-income producing years and need to save beyond what traditional retirement accounts can provide for.  We can help navigate the myriad of choices regarding investment vehicles, insurance coverage and disability liability, should you miss work for an extended period of time.

Planning for Business Owners – The challenges faced by business owners can be overwhelming.  Owners need a comprehensive plan that incorporates financial and insurance planning, corporate sponsored retirement plans, business succession planning, and a tax-efficient ownership transfer.

Charitable Gift Planning – A large number of clients wish to pursue philanthropic endeavors and give back to a community that helped them achieve their success.  A family’s legacy of giving can help solidify the bond between them and the community.  Let us help you choose the right vehicle for your wishes, whether it is a charitable trust, private foundation, or planned giving

 

* Planning services offered through Lincoln Financial Securities Corp.