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

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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  • Bill5x3
    Dr. Bill Clark, Ph.D.
  • Ray5x3
    Raymond A. Panquerne, MBA, CFP®, CWS®
  • Loyce5x3
    Loyce Milam

Recent Posts

  • Tax Breaks for Long-Term Care

    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...
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