Financial Planning in Metro East Illinois

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Testimonials

      EXCELLENT  
   Based on 62 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Jed Davis 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always great sitting down with Mike and his group! Andy and Mike did a great job walking me through the planning process for the upcoming years. Very happy to have you guys helping our financial future.
  
 
      Posted on Google  
   
   Jean 
 
 
 
 Trustindex verifies that the original source of the review is Google. Friendly and nice; but very professional and knowledgeable.  No cookie cutter advise. Just great advise for our live. Thank you to a great team.
  
 
      Posted on Google  
   
   starr barke 
 
 
 
 Trustindex verifies that the original source of the review is Google. We met with Jake today as part of our routine financial planning service and once again, the Clark Wealth team did not disappoint!  Mike, Jake and Dana feel more like trusted family and it's such a warm and welcoming atmosphere each time we have occasion to go in to their office...We've been with Mike prior to his branching out on his own and he's continued to provide quality service and competent staff throughout!  Wouldn't hesitate to recommend this team for any and all of our wealth management services...
  
 
      Posted on Google  
   
   Mike Rice 
 
 
 
 Trustindex verifies that the original source of the review is Google. Over the years we have found Clark Wealth team to be very helpful and professional.   They are low pressure and are looking after our needs and wants.  We highly recommend them.
  
 
      Posted on Google  
   
   brad doyle 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been with Mike for years and have always received outstanding service, and kept updated on my investments. Updated Jan 2025, still have nothing but great things to say about Mike and his team.  I didn’t really know anything about investing, and found Mike when he was with his first company.  Always takes time to explain things with me and help me plan for retirement. Look forward to continue doing business with him and his team. Updated July 2026.  Still receive OUTSTANDING service from Mike and his team. I’m getting ready to retire early, and I can honestly say I don’t think I would be ready if I didn’t have Mike overseeing my investments.  If I ever had any questions about my 401K account, he would help with that.
  
 
      Posted on Google  
   
   Karen 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mike, Jake and Andy have all been extremely knowledgeable and helpful guiding us through the science of money. Would highly recommend Clark Wealth Partners to anyone thinking about acquiring an advisor or looking for a new one. Dana and Denise have also been extremely helpful!
  
 
      Posted on Google  
   
   Kirsten Ober 
 
 
 
 Trustindex verifies that the original source of the review is Google. The Clark Wealth Partners team has been crucial in helping us steward our finances well.  They have provided expertise in present investments, tax guidance as well as setting us up to have a solid income in retirement.

Financial Planning Built Around Your Goals

Financial planning provides a framework for making important decisions with greater clarity and confidence.

Whether you’re preparing for retirement, evaluating a major purchase, planning for a business transition, or balancing competing financial priorities, a thoughtful plan can help you understand your options and make decisions that align with your long-term objectives.

At Clark Wealth Partners, we work with individuals, families, retirees, and business owners to develop financial plans tailored to their goals, resources, and circumstances. Our process integrates tax considerations, investment strategy, and long-term planning into a coordinated approach designed around your unique situation. Contact us for financial planning services today.

Why Clients Choose Clark Wealth Partners

Personalized Planning

No two clients share the same goals or financial circumstances. We take the time to understand what matters most to you and develop recommendations tailored to your priorities.

Integrated Tax and Financial Planning

Tax considerations often influence financial decisions. Our planning process evaluates how taxes may affect retirement planning, investment decisions, charitable giving strategies, and other planning opportunities.

Ongoing Advice

Financial plans should evolve as life changes. We provide ongoing guidance and periodic reviews to help keep your plan aligned with your objectives as circumstances change over time.

Financial Planning Process

A Process Designed Around Your Situation

Step 1

Our planning process begins with understanding your current financial situation, goals, and concerns.

Step 2

From there, we develop recommendations designed to help you evaluate opportunities, identify potential risks, and prioritize next steps

Step 3

As circumstances evolve, we revisit the plan and make adjustments where appropriate.

The goal is not to predict every future outcome, but to help you make informed decisions based on the information available today. Choose us as your financial planning advisor.

What Financial Planning Includes

Financial planning can address a wide range of decisions and priorities, including:

Retirement readiness
Cash flow planning
Education funding
Major purchases
Risk management and insurance considerations
Charitable giving strategies
Estate planning considerations
Business planning and succession discussions

The scope of planning depends on your individual circumstances and goals. Contact us for personal financial planning services.

Frequently Asked Questions

What is financial planning?

Financial planning is a process that helps individuals and families evaluate their goals, resources, and financial decisions. It may address retirement planning, cash flow, investment strategy, tax considerations, estate planning, and other financial priorities.

How often should a financial plan be updated?

Financial plans should be reviewed periodically and revisited when significant life events occur, such as retirement, career changes, business transitions, inheritance events, or changes in family circumstances.

Does financial planning include tax considerations?

Yes. Tax considerations often influence financial decisions. Our planning process evaluates tax implications alongside other financial factors when developing recommendations.