
1 - 10 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Clark Asset Management is a registered investment adviser specializing in retirement income planning. The company offers financial advice with a focus on replacing clients' financial anxiety with relaxed confidence through evidence-based investing. Clark Asset Management operates on a fixed flat fee model, avoiding commissions and portfolio percentage charges, thus aiming to minimize financial conflicts of interest. The company emphasizes personalized, low-cost, and tax-efficient retirement planning strategies. Its services are particularly targeted at clients who are retiring soon or already retired, and include strategies to protect and build retirement income, maximize social security benefits, and manage low-cost portfolios.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 11 hours ago
Lead Financial Planner guiding 70+ high-net-worth relationships for a flat-fee retirement planning firm. Creating rigorous financial plans and coordinating client service remotely.
🇺🇸 United States – Remote
💵 $140k - $155k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 0%