• Planning Your Retirement Starts Here
  • We offer multiple financial planning services & products
  • Clark Financial Group Gives Back

Our Mission

To help pre-retirees and retirees build, protect and preserve their assets.

Our Passion

To have all clients experience financial peace of mind and security through their retirement years.

Our Strategy

To increase cash flow and net worth while minimizing taxes for our clients.

Benefits to our Clients

Perspective, Performance, Personal Service

The Planning Process

Identify Clients Needs and Goals, Assist in Designing a Plan, Implement the Plan, Monitor and Revise the Plan as Needed

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Shortly About Our Company

Today, Clark Financial Group and it’s associate firm, CFG Advisors, LLC, is a full-service financial planning, retirement and pre-retirement planning company working with industry leaders such as Global Financial Partners, Fidelity Investments and TD Ameritrade, among others. Clark Financial Group is also the sole financial advisor for two of the areas most dedicated CPA firms.

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  • Bill
    Dr. Bill Clark, Ph.D.
  • Profile pic
    Raymond A. Panquerne, MBA, CFP®, CWS®
  • Brenda
    Brenda Cousino

Recent Posts

  • Financial Independence in Retirement

    How Many People are Financially Independent During Retirement? Most people want to be financially independent during their retirement years.  Government statistics, however, tell a different story. Which group will you be in? The secret to financial independence at retirement is to commit to plan today, while you’re working and earning...
    Read more
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