Phillip C. Clark
Purdue University
Tell me more about Phillip C. Clark?
Phillip C. Clark is a highly experienced financial consultant with 14.8 years of work experience. He specializes in investments, securities, life insurance, retirement planning, and executive benefit strategies. Based in Indianapolis, Indiana, Phillip C. Clark is dedicated to helping families navigate the complex world of special needs planning. He has worked with renowned companies such as Jarredbunch Consulting, Llc, Invst, Foresight Financial Management, and GE Financial. With a focus on helping families navigate the complex planning process, Phillip C. Clark is dedicated to helping families navigate the complex world of special needs planning.
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About
Because of the influence of my younger sister, who has Down syndrome, I believe that everyone has the ability to be impactful in others' lives. Being impactful is what gives individuals a sense of purpose to their own life. My mission is to guide families to strategies so that their child with special needs, in their own unique way, can live a purposeful and impactful life--today and every day in the future. For families, much like my own, who have a child or loved one with special needs, who are dissatisfied with traditional special needs planning, we created the ENABLE 5-Step Planning System, that help families plan better. Unlike traditional planning that only focuses on preparing legally and financially for when you die, our system helps you create a plan that addresses every area of your child’s life – that allows them to thrive today and every day in the future. ENABLE 5-STEP SYSTEM The ENABLE 5-Step System guides families through a comprehensive planning process that enables their loved ones to live purposeful and impactful lives. What this means for you is that our guided process will help you overcome any negative emotions that may be preventing you from planning which will allow you to provide your child with every opportunity to live a great life. The true benefit of the ENABLE 5-Step Planning Process is that you’ll have a team guiding you every step of the way, you’ll know you’re doing everything possible to give your child a great life, and you’ll achieve peace of mind by knowing that both your child and family are well planned for.
...See MoreWork Experience
Financial Consultant
Financial Services
Phillip C. Clark's Professional Milestones
- Registered Representative, Investment Advisor Representative (2012-05-01~2013-12-01): Provided exceptional financial guidance, providing strategic insights and solidified trust within clients' investment portfolios.
- Financial Consultant (2013-12-01~2016-09-01): Providing expert financial advice to clients, enabling them to optimize their cash flow and maximize their savings.
Education
Liberal Arts,
Liberal Studies,
Bachelors,
Bachelor Of Arts,
Liberal Arts And Sciences/liberal Studies
2004-2008Skill
Investments
Securities
Life Insurance
Retirement Planning
Executive Benefit Strategies
Financial Services
Variable Products
Finance
Finra
Series 7
Small Business
Series 6
Employee Benefits
Asset Allocation
Wealth Management Services
Wealth Management Strategies
Asset Allocation Strategies
Certification
Colleagues
Scott Jarred, CFP®
ceo of invst | making money work for people
Andrew Renz, CFA, CAIA
Director Of Investments
Justin Brammer
personal cfo at invst
Stephanie Ashley
personal cfo advisor | making money work for people
Geoff Thomas
personal cfo advisor | fiduciary | podcaster | craft beer enthusiast |
Other Named Phillip C. Clark
Frequently asked questions
We found 4 Phillip C. Clark's email addresses
We found 1 Phillip C. Clark's phone numbers
Phillip C. Clark works for Invst
Phillip C. Clark's role in Invst is Financial Consultant
Phillip C. Clark works in the industry of Financial Services
Phillip C. Clark's colleagues are Scott Jarred, CFP®,Andrew Renz, CFA, CAIA,Justin Brammer
Phillip C. Clark's latest job experience is Financial Consultant at Invst
Phillip C. Clark's latest education in Purdue University