We are a fee-only financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals, families, and small business owners. We help people of all income levels achieve their goals and obtain peace of mind over their finances. Steven Clark, CFP®, EA founded Clark Financial Planning Services LLC in 2014 and serves clients in Parkland FL, Boca Raton FL, Coconut Creek FL, Coral Springs FL, Fort Lauderdale FL and throughout all of South Florida.
Investment Advice
Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both.
Tax Preparation & Planning
The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth.
Quick Answer #4 – What is the Florida Achieving a Better Life Experience Act (ABLE)?
Quick Answer The Achieving a Better Life Experience Act, or ABLE Act, was signed into law by President Obama in December 2014. The ABLE Act amends Section 529 of the Internal Revenue Code of 1986 to create tax-exempt investment accounts for individuals with disabilities (Section 529A accounts). The intent of the ABLE Act is to… [Continue]
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