Clark Asset Management, LLC
We should talk if you have $1 million + and are retiring in the next 5 years, OR are already retired!
We offer ongoing investment management & financial planning, but we have a deep specialty in retirement income planning.
HOW WE DIFFER FROM OTHER FEE-ONLY ADVISORS
Unlike most advisors, who charge a percentage of your portfolio, we charge a fixed flat fee. Our flat fee eliminates troubling conflicts of interest and is likely to save you tons of money over time.
Unlike most advisors, who are generalists serving a wide variety of clients, we are true retirement income experts. Generating, managing & protecting retirement income is complex, and you need a specialist in your corner!
5 WAYS WE CAN HELP YOU TODAY:
- Schedule a complimentary call if you’d like to talk about creating (or improving) your retirement income plan
- Watch our free video class on retirement income
- Join our ‘Retirement Income for Life’ Facebook Group to gather all sorts of valuable insights from our vibrant community
- Connect with Bradley on LinkedIn and/or Facebook
- Access our retirement income cheat sheet and or our other complimentary guides
BRADLEY CLARK'S BIO (click here)
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.