Heidi Clark

My goal is your success.  I’ve been in the financial industry for over 6 years. I know the value and the need for what I provide. I work with individuals, couples, families, and small business owners to develop a solid financial plan. By taking a holistic approach, I help identify, understand, and address opportunities and manage risks to your financial future. I transitioned from healthcare to wealth-care. Why? I believed that by working and saving, my husband and I would be able to retire comfortably. We didn’t even consider the need to work with a financial advisor. A few years ago, we were fortunate to be introduced to a financial advisor. They identified many gaps in our plan. Working with our advisor and managing our risks made a difference of hundreds of thousands of dollars to our financial future. This is the value that was brought to my family and me and I am blessed to be THE ONE to bring that kind of value to others. Together with my team, I follow a holistic approach to planning. We consider your goals and risks, discover your assets, and explore ways to grow them. I develop individual plans and will test them through various scenarios to maximize the likelihood of your success. My specialties include investment and retirement planning, estate and legacy planning, and tax efficiency strategies. I empower individuals to achieve financial freedom, which brings peace of mind and will allow you to focus on other important aspects of your life.