Clark Financial Planning Services provides financial planning and investment advisory services to individuals, families, and small business owners. Services include tax planning, cash flow analysis, portfolio analysis, investment recommendations, education planning, retirement planning, and estate planning reviews. Clark Financial Planning Services does not sell insurance or investment products and operates as a fee-only firm.
Fee Structure
Clark Financial Planning Services will provide investment recommendations to clients for meeting their stated financial objectives. Periodically, but no less than annually, Clark Financial Planning Services will review the client’s account(s) and make recommendations to the client of specific securities for rebalancing in the account(s) for their stated investment objectives. Clark Financial Planning Services will assist clients’ in implementing the firm’s recommendations in their investment account(s). The firm accepts only non-discretionary authority for placing trades in a client’s account and will always obtain the client’s consent before executing a trade.
