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.