Retirement Planning Services 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.
  
 
  
 
 
 
   
 
 
 

Planning for Retirement

Every retirement looks different.

Some clients are preparing to leave the workforce. Others are transitioning from business ownership, evaluating pension options, or deciding when to begin Social Security benefits. We help clients understand how these decisions fit together so they can move into retirement with greater confidence.

Retirement Income Strategy

Creating a retirement income strategy involves more than deciding how much to withdraw each year.

We help clients evaluate how different income sources, retirement accounts, and investment assets can work together to support spending needs while considering the broader financial and tax implications of those decisions.

Investment Management During Retirement

Investment strategy continues to play an important role throughout retirement.

We develop portfolios based on your income needs, time horizon, risk tolerance, and financial objectives. As circumstances change, we review your investment strategy to help ensure it remains aligned with your retirement plan.

Retirement Planning Built Around Your Financial Goals

Preparing for retirement involves more than building savings. It requires thoughtful decisions about when to retire, how to generate income, and how different financial choices may affect your long-term goals.

At Clark Wealth Partners, we help individuals and families develop retirement strategies that integrate income planning, investment management, and tax considerations. Whether retirement is approaching or still years away, we work with you to build a plan designed around your goals and circumstances. Trust us as your retirement planning financial advisor.

Why Clients Choose Clark Wealth Partners

• Retirement Income Planning
  A successful retirement depends on more than the size of your portfolio. We help clients evaluate income sources, spending needs, and distribution strategies to support their retirement objectives.

• Integrated Tax and Financial Planning
  Retirement decisions often have tax implications. Our planning process considers retirement account distributions, Roth conversion opportunities, charitable giving strategies, and other planning decisions as part of your broader financial plan.

• Ongoing Guidance
  Retirement planning is an ongoing process. As your circumstances, spending needs, and financial priorities change, we help review and adjust your strategy to keep it aligned with your goals. Count on us for detailed financial planning for retirement.

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Retirement Income Strategy

Investment Management During Retirement

Step #1

Creating a retirement income strategy involves more than deciding how much to withdraw each year.We help clients evaluate how different income sources, retirement accounts, and investment assets can work together to support spending needs while considering the broader financial and tax implications of those decisions.

Step #2

Investment strategy continues to play an important role throughout retirement. We develop portfolios based on your income needs, time horizon, risk tolerance, and financial objectives.

Step #3

As circumstances change, we review your investment strategy to help ensure it remains aligned with your retirement plan.

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Areas We Serve

We proudly provide retirement planning services to individuals and families throughout the Metro East region. Whether you’re approaching retirement or already retired, we’re here to help you navigate the financial decisions that come with this stage of life.

Frequently Asked Questions

Wealth management is a comprehensive approach that may include investment management, financial planning, retirement planning, tax planning considerations, and ongoing advice. The scope of services depends on a client’s specific needs and circumstances.

Our approach integrates financial planning, investment management, and tax considerations within a coordinated planning process. We help clients evaluate financial decisions in the context of their overall financial situation rather than treating each area independently.

Yes. We regularly work with business owners who need to coordinate personal financial planning, retirement planning, tax considerations, and business-related decisions as part of a comprehensive strategy.

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