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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

Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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How Long Will Your Money Last?

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

Simple 401k

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

How Long Will My Savings Last If I Become Disabled?

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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