We are a small, independent, fee-only financial planning and investment advisory firm.
We have no corporate agenda to determine or limit the way we serve our clients. Our clients' goals are the driving force behind the financial guidance that we provide.
Based on proven financial planning and investment management principles, combined with Biblical principles of honesty and integrity, we optimize the risk/reward ratio and manage our client's portfolios based on their personal financial plans and personal financial goals.
Our service is focused on key values such as diversification, discipline, customization, objectivity and hard work. We care about our clients’ personal and financial well being.
We hope that the information and resources provided on our web site will benefit you. If you have questions, please let us know. For those who are seriously interested in improving their financial well- being, we offer a free initial, no obligation consultation.
Gary Clark, CPA/PFS, CFP®, ChFC