104 North 14th Street,
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.
Qualified Plans (401(k), Pension/Profit sharing plan, SEP IRA, Simple IRA)
College Savings Plans
Employee Benefit Planning
Social Security Planning
Disability Income Insurance
Group Health Insurnace Plans
firstname.lastname@example.org | 618-687-2334