Personal Financial Planning

What does your tomorrow look like? Does it include world travel, education for your kids or grandkids, a more comfortable retirement?

Clark Nuber’s financial planning services could provide benefits to you, your family, or business for many years to come. Our team includes an experienced financial planner, who provides advice to help you make informed decisions.

Our personal and business clients have valued our advice on a wide range of topics. Questions they commonly ask include:

  • What can I do to retire early?
  • Do you have some good ideas for college savings for kids/grandkids?
  • Can my employees and executives benefit from financial planning?
  • How do I make tax efficient charitable contributions vs. strictly cash?
  • Am I properly insured for life, disability, long-term care, and umbrella insurance?
  • Is my investment portfolio tax-efficient?
  • Can I, or should I, pass along the family business to my children?
  • Are you able to meet with my children to teach them the value of money and basic economic issues?
  • What is the impact to my overall financial plan due to recent life events such as: new children/grandchildren, marriage, divorce, or death?
  • Can you give me advice regarding best practices for exercising stock options?

We do not take commissions or fees from outside organizations; instead, we offer project-based consulting services. If you would like to discuss how Clark Nuber can help you, your family, or your business, please contact us for a one-hour, complimentary personal financial planning meeting.

Ready to talk?

Contact us to get the conversation started.