TAX-INTEGRATED FINANCIAL PLANNING
Clark/Barbour knows that every client’s situation is unique – there is not a one-size-fits-all solution. Our client engagements are customized to the level of planning to suit your needs. We take a team approach, so that you can gain the value of working with a range of qualified professionals (i.e. tax, legal, real estate), while maintaining a very personal experience throughout the relationship. The 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.