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®
As we approach the dog days of summer, the word’s elected officials are pouring on the heat in political debates ranging from Euro debt to global trade agreements. Greene and its creditors have been arguing over how much debt Greece must repay each year. The discord has led others in...Read more
"An investment in knowledge pays the best interest." - Benjamin Franklin