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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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.
Buying a Home
A look at what you need to think about when buying a home.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Saving for College 101
Here's a crash course on saving for college.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.