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Your Planning Partner in Building Business Wealth

Clark Street Financial can help plan and implement the multitude of strategies available to business owners who have achieved success and are looking forward to the next chapter in their business and personal life.

Whether you are achieving the first levels of significant growth or are preparing for sale after a long and prosperous run, you want to maximize how your company’s success will secure your family’s future, pave the way for a robust retirement, or capitalize your next business venture.

If you are like many entrepreneurs, 50% to 90% of your net worth is concentrated in your business. It is critical that your business and personal planning is coordinated, to reflect your business’s condition and value, future opportunities, your family situation, and your life goals and priorities.

The team at Clark Street Financial can help you focus on the important questions and issues in your business and personal planning, and help you craft a strategy to maximize the impact of your successful business ownership.

Clark Street Financial's mission is to help their clients achieve their objectives in principal preservation and business wealth strategies.

  • Business Entity Planning
  • Exit Strategies
  • Buy-Sell Agreements
  • Executive Bonus Planning
  • Excess Retained Earnings Planning
  • Executive Stock Option Strategies
  • Debt Structure Planning
  • Qualified Retirement Plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Profit Sharing Plans
  • Money Purchase Plans
  • 7872 Plans
  • Split-Dollar Arrangements and Rescue
  • Group Life Insurance
  • Disability Income Insurance
  • Life Insurance
  • 401(k) Implementation and Review
  • Section 162, 419 and 412(i) Plans
  • SEP and SIMPLE IRAs