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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

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.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

 

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Working With A Financial Professional

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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