Clark Financial Planning offers personalized financial planning and investment management. Advice includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Clark Financial Planning is a fee-only firm and does not sell any investment products or receive commissions.
Fee Structure
Clark Financial Planning does not operate using the Assets Under Management (AUM) model. However, the firm may maintain advisor relationships with various institutions, which allows the firm to assist clients with their investments. The firm invests assets primarily in no-load mutual funds and exchange-traded funds, usually through discount brokers or fund companies.