Keith Clark, RHU^®

Keith Clark found his calling in finance 30 years ago while  attending Tuskegee University. Although he studied sociology and statistics, Keith uncovered his true passion outside of the classroom.

While on the university’s football team, some student-athletes sought him out for financial advice. It was then that Keith recognized he had a knack for numbers and making the complex more understandable. He began pursuing a career as a financial advisor, joining the industry in 1989.

Keith’s love for his family, career, and community play the most important roles in his life. He is an active member of Leadership Pittsburgh and Omega Psi Phi Fraternity, Inc., and serves as a trustee at Baptist Temple Church.

Values

• Perseverance to be the best advisor he can be
• Honesty and respect to treat clients as an extension
  of his own family
• Persistence to help advance clients through the
  entire planning process

Keith’s Experience

• Industry experience since 1989
• Bachelor of Science degree from Tuskegee University
• Registered Health Underwriter® designation

Financial planning – A truly comprehensive financial plan can empower us to make financial decisions and meet goals. As a fee-based financial planner, Keith has the ability to provide a more consultative relationship covering everything from budgeting and retirement income, to investments and more.

Retirement planning – The number one worry of working-age people is that they will not have enough money to last their retirement years. Keith helps clients determine their retirement priorities, identify sources of income, and estimate expenses to ensure a sustainable level of income in retirement.

Estate planning – Many people think of an estate plan as something only needed in the event of death, but it can also protect should the person become incapacitated or unable to make decisions for themselves. Keith specializes in estate planning to help clients communicate their wishes, protect loved ones, and even reduce their taxes.