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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck