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THE MONEY SWING

Most Financial Planning sites show how the market is doing that minute. Or talk all about some new product that will make or break you. Some give a market commentary about the direction of the market. Some walk you through opening an online account with them. Others will tell you all about what the price of oil will be next year. Or what taxes will be next year or even 30 years from now.

If you are looking for these “useful” tidbits, then we are definitely not the Advisor for you. Most financial advice espoused today shares “knowledge” of future things that are not knowable, like market returns or the future of tax law. It’s time to learn something more. No one thinks outside of the box.  We are in the business of helping clients build bigger boxes.

In a world selling financial golf clubs, we teach the money swing.

Set up a time for our Second Opinion Service. (SOS)

John P. Clark, CFP® is the creator of Essentialist Investing™ & Essentialist Planning ™.

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These can be scary times.  This virus is nothing to take lightly.  Be proactive and take care of yourselves.  Here are 5 things you should know!

  1. We are dedicated to your health and our team’s.  Our goal is to stay healthy and serve you.  Your goal is to stay healthy, mentally and physically!
  2. We can manage money from anywhere in the world.  While we are proud residents of south jersey and charitable active members of the community, we have the size and capacity to serve you anywhere.
  3. We can have virtual meetings using state of the art technology called ZOOM meetings.  We can virtually put you in our conference room, while you can be home in your pajamas.  We’ll never know, unless you want to share your video!  You can do it from and iPhone, iPad, and most smart devices, but the best experience will be on a computer screen.  Especially, if we have information to share, like reports. Good old fashion telephone works too!!!
  4. We will update our site and social media presence often.  Our Blog, The 1884 Blog will contain important information as well.  
  5. The market- we highly suggest you read our commentary on the market, volatility, and the coronavirus that we’ve published for all our clients.  And sometimes just talking to us can be a big help.  And I personally recommend taking a break from the day-to-day news and social media feeds.

USEFUL WEBSITE LINKS FOR OUR CLIENTS!

American Funds

https://www.capitalgroup.com/individual/accounts/login.htm

Lincoln

https://www.lfg.com/public/individual

Protective

https://myaccount.protective.com/login

Ohio National

https://www.ohionational.com/sites/public/default/login

ProEquities AMP

https://proequities.com/clients/client-login

Jackson

https://www.jackson.com/login/login.xhtml

Disclosure

Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA and SIPC).
Clark Associates Financial Planning, Inc. is independent from ProEquities, Inc.

DISCLOSURE: This site is only intended for clients and interested investors residing in states and countries in which Clark Associates Financial Planning, Inc. is qualified to conduct investment advisory services. Clark Associates Financial Planning, Inc. is located in Gibbsboro, NJ. Clark Associates Financial Planning, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Clark Associates Financial Planning, Inc.’s website is limited to the dissemination of general information pertaining to its investment advisory services. Please contact Clark Associates Financial Planning, Inc. at 609-567-1884 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Clark Associates Financial Planning, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Clark Associates Financial Planning, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides. Note: We regret that we cannot respond to your comment via e-mail. For security reasons you should not provide your Social Security number or account number through this page. We are also unable to process address changes or account transactions sent via this page.

Please Note: The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Clark Associates and ProEquities make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Clark Associates website and assume total responsibility and risk for your use of the sites to which you are linking.