Clark Financial Group, Inc. Information

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.