Our Services

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. Next, we will assist you in implementing a personalized strategy using products and ideas that suit your individual situation.

We offer a complete range of services. We work with a client's accountant, attorney, and other consultants to complete your team of financial professionals.

 Business Planning:

 

Executive Benefits

  • Key Employee Benefits
  • Deferred Compensation
  • Split Dollar Insurance
  • Executive Bonus Plans
  • Corporate Owned Life Insurance
  • Disability Income Protection

 

 Employee Benefits              

  • Retirement Plans
  • 401(k) & 403(b)
  • SEP
  • Simples
  • Defined Benefit Plans
  • Life Insurance
  • Health Insurance & Dental Plans
  • Disability Income Protection
  • Educational Workshops

 

 

 

 

 

 

 

 

 

 

 

 

Employer Benefits

  • Business Continuation Planning
  • Pension Plan Design
  • Business Overhead Insurance
  • Buy-Sell Agreement Funding

 

Personal Planning:

 

Protection

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance / HSAs

 

 

 

 

Wealth Accumulation*

 

  • Asset Allocation
  • 529 College Savings Plans
  • Annuities
  • Mutual Funds
  • Stock and Bonds
  • IRAs
  • 401K / Pension Plan Rollovers

 

 

 

 

Retirement Plans

  • Estate Tax Solutions
  • Charitable Giving
  • Family Business Transfer
  • Tax Exempt Trusts
  • Charitable Remainder Trusts