Clark Planning & Investment Advisory

In a volatile financial world, we must keep a close eye on our personal financial affairs. At CP&IA we feel that we have the education, qualifications, experience and integrity, along with the willingness to work hard,  to confornt this challenge. Our clients delegate to us the pleasant responsibility to help:

• Align their investment portfolio with their personal financial goals and needs
• Select suitable investments mindful of their risk tolerance
• Rebalance and adjust their portfolio as markets fluctuate
• Develop a detailed financial plan that can provide them income in retirement
• Minimize income taxes
• Monitor their progress in adhering to their plan
• Advise on the amount of and type of insurance that is best

Although we base our advice on our clients' long-term goals, we are actively monitoring the markets and watching over their money daily. By checking our clients' portfolios performance against their financial goals, we focus the management of their financial life on achieving what's most important to them.