Our Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax management
  • Investment management*
  • Retirement strategies* 
  • Estate conservation
  • Insurance and annuity products*
  • Auto Insurance
  • Home Insurance
  • Business Insurance
  • Life Insurance
  • Disability Insurance
  • Long Term Care

*These services are offered by James Clark through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.