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  • Planning Your Retirement Starts Here
  • We offer multiple financial planning services & products
  • Financial planning no matter your stage in life

Our Mission

To help seniors 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 clark
    Dr. Bill Clark, Ph.D.
    Founder & CEO
  • Brenda
    Brenda Cousino
    Office Manager
  • Gene-102012-sm
    Gene Gee
    Director of Marketing and Public Relations
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