Phillip C. Clark
Financial Consultant@ Invst
Indianapolis, Indiana, United States
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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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Emails and Phone Numbers

@gmail.com
@gmail.com
@jarredbunch.com
@invst.com
+1 877490****
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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.

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Work Experience

3625 E 96th St, Indianapolis, Indiana, 46240, US

Financial Services

48
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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.
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Education

Purdue University
Purdue University

Liberal Arts,

Liberal Studies,

Bachelors,

Bachelor Of Arts,

Liberal Arts And Sciences/liberal Studies

2004-2008