Founder & CEO
Dr. Bill Clark has been in the estate planning and financial services industry since 1980. He serves hundreds of clients throughout Texas. He is the founder and CEO of Clark Financial Group, Inc., a company that is dedicated to serving and educating seniors. From the American College, Bill has
earned the Chartered Life Underwriter and the Chartered Financial
Consultant designations, and he is a Certified Senior Estate Planner.
He holds a master's degree in education and a doctorate in psychology. Clark Financial Group specializes in
financial and estate planning. Bill helps his clients avoid paying
unnecessary taxes - such as income, Social Security, and estate taxes.
Avoiding probate and increasing spendable income is another important
part of his practice. Finally, helping seniors to avoid Medicaid
"spend-down" of their hard earned assets for nursing home care is a
critical component of his expertise. Bill has conducted hundreds of workshops that provide a platform whereby seniors can learn how to protect their assets, increase their income, avoid paying unnecessary taxes, and provide guarantees to their assets. He is constantly seeking to keep his clients updated on the latest tax strategies and changes in Washington including money-saving techniques that affect them. Over the years, Bill has been featured on various radio programs and has written numerous reports outlining his strategies in the financial planning field. He teaches his strategies to other financial advisors who seek to improve the advice to their clients. Bill
and his wife, Lynn, live in Frisco. They have two children, and seven
grandchildren. Faith and family are the foundations of Bill's
practice. He is a highly sought after Senior Financial Advisor because
of his honesty, integrity, and commitment to client satisfaction.
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