Dedicated
For more than a decade, we have formed long-term multi-generational devoted relationships with our clients and their families. We focus on your finances so you can focus on what’s most important in your life.
Learn MoreIndependent
As independent, fee-based planners we’re free from the conflicts that some advisors often face due to product quotas and corporate mandates. Our independence ensures that we only operate with your best interests in mind and our success depends on it.
Learn MoreTrust
We believe that trust, and the accountability it implies, is the cornerstone of any successful relationship. Trust should never be compromised. For our clients, trust is the essential element that sets us apart from other financial advisors.
Learn MoreNavigating Today's Financial Environment
Like many people, you may be juggling multiple priorities and demands, which can be stressful and leave little time or energy to manage your day-to-day finances At Clarke Wealth Management Group we’re dedicated not only to reducing the stress in your life, but to doing all possible to ensure a reliable and worry-free experience as you pursue your financial goals. This leaves you with more time to focus with confidence on the things that matter most to you—family, friends, health, career and retirement.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Helpful Content
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.