Our Services

A Long-Term Plan Monitored Regularly

The economy and financial matters are changing often, requiring us to keep a close eye on our financial affairs, especially related to risk management. We are fortunate to have had the opportunity to obtain an excellent education, professional credentials, and experience to be able to help our clients confront the challenges. Our services include:

  • Align your portfolio with your financial goals and needs
  • Select suitable investments mindful of your risk tolerance
  • Rebalance and change your portfolio as markets fluctuate and your personal situation changes
  • Develop a detailed financial plan to help you obtain your financial goals
  • Monitor your progress in adhering to your plan
  • Advise on insurance, taxes, estate planning and cash flow

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Contact Info

1900 Providence Park, Suite 200
Birmingham, AL 35242
Phone: 205-981-1120
Fax: 205-981-1125

Email: clarkcpa@bellsouth.net

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