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.