December 2, 2020

Marco Island SunsetWe 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.

Our Services and Clients

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals.

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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.

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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.

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An Introduction to How I Work With Clients

I chose to be a holistic financial planner who charges on a fee-only basis. The holistic part means I work with my clients on all aspects of their financial situation including retirement planning, portfolio analysis and investment planning including specific strategies and recommendations, insurance planning, estate planning, budgeting and cash flow, tax planning, college planning, and goal setting among others. I help to integrate all of these different areas together into a comprehensive plan. [Learn more]

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