When Janie Clark says she's passionate about helping people plan for the future, it's not a contrived statement. For over 35 years, Ms. Clark has been working with individuals to provide guidance, mentoring, and support through investment and retirement planning as well as insurance benefits - and she does not take her calling lightly.
While pursuing a degree in education, Ms. Clark worked for the Social Security Administration, where she noticed that many of her clients hadn't made adequate plans to prepare for retirement, disability, or the death of a loved one, leaving them stranded. She saw a need and made a plan, choosing not to educate students in the traditional sense but to teach people about insurance.
While pursuing a degree in education, Ms. Clark worked for the Social Security Administration, where she noticed that many of her clients hadn't made adequate plans to prepare for retirement, disability, or the death of a loved one, leaving them stranded. She saw a need and made a plan, choosing not to educate students in the traditional sense but to teach people about insurance.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Clark & Associates Financial Services, PLLC, provides clients with a comprehensive financial analysis as well as specific product recommendations in the areas of insurance, investments*, pension plans, and employee benefits. First, we will analyze your current needs, coupled with your goals and objectives.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews
Be the first to review Clark & Associates Financial Services.
Write a Review
