James H. Clark, CLU, ChFC

Jim has been answering this pressing question for over 30 years...

"Where am I financially?"

Execuitves and middle-management employees from across the country have come to Jim for his guidance on how to execute a retirement strategy that is tax efficient and risk regulated.

Jim has helped employees at firms like Bristol-Myers Squibb, Glaxo Smith Kline, Hershey Foods, and Pershing move toward more seamlessly pursuing a financially independent retirement.

Aside from building tax-advantaged retirement plans with his clients - Jim enjoys spending time with his wife Liz, their four children, and rowing on the Schuylkill River with Masters teams from Undine.