Services
Services
Our Resources
Clarke Financial specializes in helping individuals answer the common questions of, “Am I okay?”, “Can I live the life I want to live?”. We do this by developing and implementing sound retirement strategies. Whether you are just starting out, 5 years from retirement, 5 years into retirement or beyond. We take a tax focused financial planning approach with an eye toward growing assets, protecting assets, controlling taxable income and the transfer of wealth.
There are opportunities for moves you can make 5 years leading to retirement, and 5 years into retirement that can significantly impact taxes over one’s lifetime, with the ripple effect on the portfolio being a multiple of that.
Investments
Bonds
Brokerage Accounts
Common Stock
ETF's
Mutual Funds
Qualified Plans (401(k), Pension/Profit sharing plan, SEP IRA, Simple IRA)
Roth IRA
Traditional IRA
Treasury Bills
Treasury Notes
Variable Annuities
Financial Planning
College Savings Plans
Employee Benefit Planning
Estate Plans
Retirement Planning
Social Security Planning
Succession Planning
Insurance
Annuity Contracts
Disability Income Insurance
Group Health Insurnace Plans
Life Insurance
Long-Term-Care Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
david.clarke@ceterafs.com | 618-687-2334