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The Clark Financial Group originated in 1982 when Dr. William R. Clark (“Dr. Bill”) began providing individual financial planning and consultation services in concert with various banks and insurance companies. Bill’s training and experience focused on financial planning and insurance products and services. This helped individuals protect their earnings and help protect their futures. Throughout his early career, Dr. Bill’s passion for people, especially those planning for their advanced years, drew him toward an expertise in retirement planning. As changes in the financial industry loomed in the early 2000s, Dr. Bill saw an opportunity to expand his personal financial planning offerings and incorporated Clark Financial Group, Inc. in 2004. This new company focused sharply on retirement and pre-retirement financial planning. The Clark Financial Group team noted a shift in market attitudes with more delaying retirement. Many of Clark Financial Group’s customers today tend to be weary of investing, but still need advice, regardless of whether they are more conservative or aggressive in their financial planning strategies. Clark Financial Group began expanding its services to meet this demand and their facilities had to grow, as well.

The Advice Center can be a source for most of your financial concerns. Whether you want fee-based investment management, independent insurance advice to protect your family, or competent tax advice to lower your tax expense, we can help you. In our efforts to help you reach your financial goals, The Advice Center offers: Fee-Based Financial Planning** Retirement planning Investment planning* Education planning* Fee or Commission-based Investment Management** Stocks and bonds* Mutual funds* - Variable Annuities* Retirement Plans for Businesses and Individuals - SEP-IRAs - IRAs - 401(k) and 403(b) plans - profit sharing plans - pension plans. Quality Risk Management Services Life and disability insurance Individual and group health insurance Long-term care protection Financial Education Seminars for Businesses and Groups Pre-Paid Financial & Tax Advice Programs *** (Get answers to your personal financial and tax questions via e-mail for one monthly fee) Tax Preparation Services Referrals for Wills, Trusts, and Legal Advisory Services. At The Advice Center, it is our mission to empower our clients to obtain and enjoy the quality standard of living they desire. To accomplish our mission, we provide honest and competent investment, insurance, and financial advice that will help our clients achieve and maintain their financial expectations. We will recommend only those investment and insurance products and services that are appropriate to help our clients achieve their goals. The one place to call for all your Financial Concerns is, The Advice Center at (530) 244-7526 or just remember (530) BIG-PLAN. * Securities offered through Royal Alliance Associates Inc., Member FINRA/SIPC. ** Financial Planning and Fee-Based Investment Management Services offered through WHJR Associates, a Registered Investment Advisor not affiliated with Royal Alliance Associates. The Advice Center is not affiliated with WHJR Associates or Royal Alliance Associates or registered as a broker-dealer or investment advisor. Contact Info

We implement strategies to help business owners looking to retire with their investments and risk management. We utilize the latest technologies for financial planning and have access to various investment platforms to meet our clients needs. If you were one of our clients you would typically be 55+ and have a moderate risk tolerance. You may be missing the whole picture if you are not working with a CFP®, CPA Personal Financial Specialist. Using our extensive knowledge we are able to consider the tax ramifications of various investment strategies and risk management techniques. Scottsdale Financial Planner, Gilbert Financial Planner, Mesa Financial Planner, Tempe Financial Planner, Prescott Financial Planner, Casa Grande Financial Planner, Arizona Financial Planner. LPL Financial has determined the Testimonials, Recommendations and Endorsement section of LinkedIn violates SEC Rule 206(4)-1 for Investment Advisor Representatives such as myself. I am forced by regulations to disable the ability of viewing recommendations. Securities and Financial Planning offered through LPL Financial. A Registered Investment Adviser. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts found on thisk profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit http://www.washofinancial.com.