Malcolm Forbes was often quoted as saying, "There is more money to be made in giving financial advice than in taking it." Don't be the victim of commi. We have received a couple of calls recently inquiring about our thoughts surrounding the upcoming election. We have out. As summer draws to a close and an election is on the horizon, Laura Baker and I wanted to share a few thoughts about not.
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The cards are stacked against the average consumer who is seeking financial advice. Legions of insurance salesman, stockbrokers and financial institutions sell plans aimed at the profitability of their organization rather than your best interests. The maze of commissions, fees and surrender charges can be enough to boggle the mind.
Achieving your financial goals is the focus of the Clark Financial Advisors team. We will help you plan your success, and we are readily available to you as we work together to achieve your goals. Call or email us today to see how we can apply our experience and expertise to benefit you and your family.
Please find our firm's Form CRS (Client Relationship Summary), also known as Form ADV Part 3. Form CRS summarizes the types of services we offer to retail investors along with our fees, costs, and conflicts associated with those services. It also provides information on our firm's standard of conduct as a fiduciary, whether our firm or associated persons have disciplinary history, and how to get more information about our firm.
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