- Financial / Investment Services
What I love about being a Certified Financial Planner® is being able to focus on my clients’ Purpose, on their Why, and in doing so, I am able take my clients’ and my community to new heights, to achieve what is truly most important. I am an “Elevator” that only lifts people up!
As a team of professionals, my colleagues and I partner together to understand our clients and their families on a deeply personal level. Using our established processes, we focus on our clients’ purpose, priorities, and financial goals. We provide highly personalized planning services, with an emphasis on retirement planning, protection planning, wealth transfer and tax protection.
A solid plan requires the investment of our time together. When you are ready to make a plan, let us know! We look forward to partnering with business owners and professionals who desire a work-optional lifestyle, and we love to partner with the backbone of Portland and San Patricio County, the families and farmers who have worked hard and saved all their lives, who desire a professional guide to partner with them and keep everything on track for when life changes.
- Business Owners and Professionals
- Tax-Smart Retirement Income Planning
- Wealth Transfer, Estate and Tax Planning
- Insurance for Protection and Tax Planning
Whom to Contact
- Kathleen ClarkCertified Financial Planner523 Elm StreetPortland, TX 78374Phone: (361) 643-8218Cell Phone: (314) 645-6534Fax: (866) 481-4895
Come see us at our temporary location at 523 Elm, Portland, TX.