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About Us. Our Team. Our Mission. Our Services.

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.

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Independent

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.

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Trust

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.

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Navigating 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

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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

The Half Million Dollar Baby

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The Utility of Sector Investing

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Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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See how long your current savings might last if a disability interrupted your income.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

The Power of 401k Catch-Ups

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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