Clark & Associates, Inc. Financial Solutions

"We have used the services of Clark and Associates for our financial management for about 20 years and have recommended them to numerous family members across the generations. We’re so grateful for the knowledge and care they bring to our needs and questions. They are responsive, supportive, and dedicated to their clients, with a staff that could not be more helpful and professional. We appreciate their insights and suggestions around financial approaches and like that they take a big-picture perspective while also offering innovative options. We had worked with a few other advisors prior to Clark and were not nearly as satisfied; with Clark, we are confident that we are in good hands."

"We are gradually moving into retirement. My husband retired from the government 7 months ago. I will follow him from Higher Ed in 2 years. Quite honestly, I am not sure we would feel that this was a wise, well-planned decision without the folks at Clark. We had saved; we had a military retirement and a government one. But we had no clue how to evaluate where we are now to estimate our future resources.And we absolutely were ignorant as to which investments were right for this period of our lives. Clark’s guidance based on analysis we could understand, allowed us to see how our resources could support our retirement. Now as we take concrete steps through this major transition, regular meetings with Clark keep us on track. We know that if our spending needs adjusting, they will tell us. My only regret is that we did not find out about Clark Financial Associates sooner."

"After interviewing with three other financial planning firms, we chose Clark Financial. Mike and the whole team were really knowledgeable and more importantly align with our financial and retirement goals. We found this firm after completing Dave Ramsey’s financial planning course. Definitely recommend sitting down with Mike and the team to discuss financial and retirement goals."

"Affiliating with Clark Financial was one of the best financial decisions that I made heading into retirement. No over-hyping. Just straight facts from Mike. He takes the time to thoroughly explain the investments and the positives and negatives of each option presented. I spent 2 years studying Certified Financial Planning so I really enjoy and appreciate the level of discussions that we have. The staff is responsive, caring and concerned. I don’t hesitate to recommend Clark to my friends. A great company!"

"We were so blessed to have been introduced to Clark Financial, it’s not just another financial company, we feel like we are part of a family! Everyone we’ve worked with, starting with Megan, the CEO, Daniel, Nick and Joshua have been so wonderful and professional! They are always very helpful, friendly, personable, and very responsive. We appreciate the regular check-ins, the updates from the CEO and the useful weekly information on the latest topics related to money and other matters! Thank you and keep up the good work!"