Clark/Barbour works closely with you to optimize the crucial pieces of your financial situation – accumulation, taxes, business, investments, insurance, retirement, real estate, estate planning, and philanthropy. We are experienced in addressing the emotional and financial impact of both life and business transitions as well as generational transfers. We provide you with unbiased strategic advice on how to best optimize your wealth portfolio before using their expertise to guide you through actionable steps. You can rest easy knowing that you’re proactively building and protecting your estate for your future and for future generations.
- Advanced portfolio management, including methodical portfolio rebalancing
- Tax and cost-conscious investment strategies
- Cash flow management
- Retirement income planning and strategies for maximizing retirement assets
- Tax-loss harvesting to minimize capital gains
- Asset protection planning
- Liability analysis and review
- Advice on Social Security, Medicare, pensions and annuities
- Charitable and family gifting
- Estate and trust administration and distribution
- Life, disability or long-term care insurance analysis and review
Unlock your wealth potential by getting in contact with our wealth management experts today.