Broker Check

Services

How We Work

Keith Clark & Associates is a comprehensive financial services firm specializing in the following:

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Succession Planning

Our goal as your financial planner:

  • Listen to your goals
  • Help clarify your goals
  • Provide realistic and objective recommendations based upon your goals

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kclark@cambridgeresource.com  |  (412) 225-5487