Our Services
Clark & Associates, PLLC, provides clients with a comprehensive financial analysis as well as specific product recommendations in the areas of insurance, investments*, pension plans, and employee benefits.

First, we will analyze your current needs, coupled with your goals and objectives. Next, we will assist you in implementing a personalized strategy using products and ideas that suit your individual situation.

We offer a complete range of services. We work with a client's accountant, attorney, and other consultants to complete your team of trusted advisors.

Business Planning:
Deferred Compensation
Executive Benefits
Split Dollar Insurance
Exective Bonus Plans
Corporate Owned Life Insurance
Disability Income Protection
Welfare Benefits Trusts / 419 A(f)(6)
Clark & Associates, PLLC, provides clients with a comprehensive financial analysis as well as specific product recommendations in the areas of insurance, investments*, pension plans, and employee benefits.

Employee Benefits  
Retirement Plans
401 k
SEP
Simples
Defined Benefit Plans
Life Insurance
Health Insurance & Dental Plans
Disability Income Protection
Employee Stock Options
Educational Workshops

Employer Benefits
Business Continuation Planning
Pension Plan Design
Business overhead Insurance
Buy-sell Agreement Funding

Personal Planning:
Protection
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Health Insurance / HSAs

Wealth Accumulation* 
Asset Allocation
529 College Savings Plans
Annuities
Mutual Funds
Stock and Bonds
Tax Free Municipal Bonds
Wrap Free Programs
IRAs
401K / Pension Plan Rollovers

Retirement Plans
Estate Analysis
Estate Tax Solutions
Charitable Giving
Family Business Transfer
Tax Exempt Trusts
Charitable Remainder Trusts