Financial Planning

We can prepare or assist you in the preparation of financial statements. Compilation, review or audited statements can be provided according to your needs. Helping you use financial statements in managing your business and increasing your profitability is an important aspect of our firm’s service.

Financial and Estate Planning

We will be your financial consultant, working with you to increase your net worth, then planning with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning and family business transfers is available to assist you in maximizing benefits for your and your heirs.

Investment Review

Your Clark & Anderson representative acts as a sounding board for your investment ideas and suggests the best structure to maximize your after-tax return.