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.read more
To help pre-retirees and retirees build, protect and preserve their assets.
To have all clients experience financial peace of mind and security through their retirement years.
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
Dr. Bill Clark, Ph.D.
Raymond A. Panquerne, MBA, CFP®, CWS®
Jeff Nash, CPA
Long-term care insurance (LTCI) policies provide not only the financial means to help pay for care in the future, but tax breaks today to offset the expense of LTCI premiums.* For example: An LTCI policyholder can deduct policy premiums if he or she (1) itemizes deductions and (2) can claim unreimbursed...Read more
"An investment in knowledge pays the best interest." - Benjamin Franklin