Tax 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.
  
 
  
 
 
 
   
 
 
 

Proactive Tax Planning

Our role is to help clients evaluate planning opportunities before important financial decisions are made.

Depending on your circumstances, planning discussions may include retirement account distributions, Roth conversion strategies, capital gains planning, charitable giving, and other tax considerations that support your broader financial objectives.

Planning for Business Owners

Business owners often face planning decisions that affect both their personal and business finances. We help you with business tax planning.

We help evaluate tax considerations surrounding business income, ownership transitions, retirement planning, and other financial decisions so they can be considered within the context of your overall financial strategy.

Tax Planning That Evolves With You

Financial plans rarely remain static, and neither does tax planning.

As your career, retirement plans, investments, or family circumstances change, we revisit planning opportunities and adjust recommendations as appropriate to reflect your evolving goals.

Tax Planning as Part of Your Financial Strategy

Many financial decisions have tax implications. The timing of retirement account distributions, investment decisions, charitable giving, and other planning opportunities can all influence your long-term financial outcomes.

At Clark Wealth Partners, tax planning is integrated into the financial planning process. We help individuals, families, retirees, and business owners evaluate tax planning opportunities within the context of their broader financial goals. Our focus is on proactive planning rather than tax preparation. Contact us for tailored tax planning strategies.

Why Clients Choose Clark Wealth Partners

• Integrated Tax and Financial Planning
  Tax planning is most effective when considered alongside investment management and financial planning. We evaluate planning opportunities as part of a coordinated strategy designed around your goals and circumstances.

• Personalized Recommendations
  Every client’s tax situation is different. We develop planning strategies based on your income, investments, retirement goals, and long-term objectives rather than applying a one size fits all approach.

• Forward Looking Guidance
  Tax planning is an ongoing process. As tax laws, financial circumstances, and planning opportunities evolve, we help clients evaluate strategies that remain aligned with their overall financial plan. We guide you on tax deduction, like tax credits and more.

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Tax Planning Process

Planning for Business Owners

Business owners often face planning decisions that affect both their personal and business finances. We help you with business tax planning.

Step #1

We help evaluate tax considerations surrounding business income, ownership transitions, retirement planning, and other financial decisions so they can be considered within the context of your overall financial strategy.

Step #2

Financial plans rarely remain static, and neither does tax planning.

Step #3

Whether you’re preparing for retirement, experiencing a career change, selling a business, or navigating another significant life event, we help ensure your portfolio continues to reflect your goals and circumstances.

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Areas We Serve

We provide tax planning services for clients throughout the Metro East region. Our team works with individuals, families, retirees, and business owners seeking proactive tax planning as part of a comprehensive financial strategy.

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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