EXPECT MORE FROM YOUR FINANCIAL ADVISOR.
Your best defense is offense. It’s our belief that optimal wealth outcomes have tax planning at their core. We call this Tax-Integrated Financial Planning and we use this approach to manage all aspects of our clients’ wealth. Together with our trusted tax and legal partners, Clark/Barbour advisors evaluate how taxes will impact your income, savings and future wealth. By incorporating tax strategy, we are better able to identify ways to promote progress towards the goals we uncover in our dynamic planning process.
WHO WE SERVE
Business owners, professionals, and corporate executives each face a unique set of questions when it comes to managing their wealth. These questions have different answers for different people. We’ll help you determine which choices make the most sense for you. Clark/Barbour clients also gain access to a range of qualified professionals working in coordination to assist you with simplifying your situation, mitigating your taxes, and achieving your goals.
BUSINESS OWNERS
What is the best way to accumulate my personal wealth while my business is growing?
What is the most tax-efficient way to transition out of my business?
How can I use the wealth I’ve earned to support my retirement?
PROFESSIONALS
Am I saving enough for retirement?
How tax-advantaged are my retirement investments?
Is my investment portfolio diversified to weather market volatility?
CORPORATE EXECUTIVES
Is my position in company stock too concentrated?
How should I exercise stock options tax efficiently?
How can I accumulate more wealth without increasing risk?
ABOUT US
Clark/Barbour is an independent full service financial planning firm specializing in working with the business owners, professionals, and corporate executives. Why is this our focus? Simply put, we love solving complex problems and clients in these categories bring consistent intricacy. We hold ourselves to fiduciary standard, which means our clients receive unbiased, objective-based advice. Our Tax-Integrated Financial Planning Process is designed to simplify, organize, and optimize all the crucial pieces of your financial life – retirement, taxes, business, investments, real estate, insurance, estate planning, and philanthropy.
