DR. BILL CLARK, PH.D., CLU®, CHFC® Founder
As the founder of Clark Financial Group Inc., Dr. Bill Clark is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Bill got his start in the financial services industry in 1980, following his completion of the Chartered Life Underwriter® and Chartered Financial Consultant® certification programs through the American College in Bryn Mawr, Pennsylvania. He has also completed doctoral work in psychology and counseling at Cornerstone University.
In his role as a financial advisor, Bill’s passion is helping pre-retirees and retirees preserve and protect the assets they’ve worked so hard to accumulate. He advises clients in the areas of retirement planning, tax planning, money management and insurance needs. Bill works with each client to create a strategy to potentially increase spendable income, preserve assets and minimize tax obligations. He also helps clients identify and prepare for potential long-term care issues.