Welcome!
Thank you for visiting our web site. Clark Planning & Investment Advisory is a small, independent, fee-only financial planning and investment advisory firm. As a Registered Investment Advisor, we are regulated by the Alabama Securities Commission. We adhere to the fiduciary oath, which requires us to place our clients' best interest above our own. 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
205-981-1120
Staying On Top Of Your Finances
A Long-Term Plan Monitored Regularly
The economy and financial matters are changing often, requiring us to keep a close eye on our financial affairs, especially related to risk management. We are fortunate to have had the opportunity to obtain an excellent education, professional credentials, and experience to be able to help our clients confront the challenges. We accept the delegated responsibility to:
- Align your portfolio with your financial goals and needs
- Select suitable investments mindful of your risk tolerance
- Rebalance and change your portfolio as markets fluctuate and your personal situation changes
- Develop a detailed financial plan to help you obtain your financial goals
- Monitor your progress in adhering to your plan
- Advise on insurance, taxes, estate planning and cash flow
|