May 21, 2020
Visionary Wealth Advisors have announced a new financial management software package that enables clients to analyze their retirement planning needs across 1,000 different scenarios. Interested parties should contact Senior Wealth Advisor Mike Clark at 618 726 3011.
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O'Fallon, United States - May 21, 2020 /PressCable/ —
Mike Clark of The Clark Group of Visionary Wealth Advisors, the O’Fallon, Illinois based financial planner, helps clients achieve peace of mind by creating and monitoring a fluid financial plan that not only puts them on track to achieve their goals, but also aides them in enjoying life to the fullest today.
Mike’s focus is on guiding his clients towards finding happiness in their lives now while working towards financial independence, a concept referred to as Return On Life. For more information please visit the website here: https://www.visionarywealthmikeclark.com
As a Sr. Wealth Management Advisor, Mike Clark brings 17 years of financial management expertise to planning clients’ financial future.
A keystone to Mike’s approach is taking on the role of “financial team leader,” helping to ensure clients’ estate planning attorney, accountant, insurance agent and business attorney are informed and involved in the process of creating a comprehensive financial plan.
This formulated, personalized approach delivers to clients an actively managed and diversified roadmap towards financial independence.
Mike recognizes the fluid nature of life and helps clients plan for expected and unexpected expenses, including a college education, buying a new or second home, or a dream vacation.
A core component of any sound financial plan is a “stress test.” Mike stress tests clients’ financial plans to estimate how the plan might hold up during an economic downturn, the loss of a job, a career change, or unexpected expenses such as health care, long-term care, or higher than expected inflation.
Educating clients about complexities of their portfolio and presenting the information in a simple, easily understood manner is crucial to Mike’s investment approach.
The earlier a comprehensive financial plan can be put into place and monitored, the quicker clients can begin their path towards financial independence and maximizing their return on life.
Early adoption of a comprehensive financial plan also provides the ability to adjust the plan when goals change or unexpected events occur. Mike takes pride in helping clients reach the financially independent phase in life, a time when clients no longer need to work and can focus more on what they want to do.
The Clark Group of Visionary Wealth Advisors is located in O’Fallon, IL. Those wishing to learn more can visit their website on the link provided above. Additionally, interested parties can learn more at: https://youtu.be/uF52-2R4klc
Clients can also connect with Mike on Facebook: https://www.facebook.com/MikeClarkVisionary/videos/2600500103495718
Contact Info:
Name: Mike Clark
Email: Send Email
Organization: The Clark Group of Visionary Wealth Advisors
Address: 1405 North Green Mount Road Suite 500, O'Fallon, Illinois 62269, United States
Phone: +1-618-726-3011
Website: https://www.visionarywealthmikeclark.com
Source: PressCable
Release ID: 88958415
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