Clark Financial Planning Services LLC - Coconut Creek (FL)

5 /5 Debie Kirkpatrick: After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

5 /5 Ruth Sanders: Sometimes people enter your life and make a profound difference. When we first came to Steven Clark in mid-2024, I wanted to explore options regarding our finances. I felt it could be better at our stage of life. After meeting him, there was a sense of calm as I knew things could indeed improve. Working with him was such a pleasure, and the sessions were so on point as to speak both to my husbands level of understanding, which was high in the financial world, and mine, which was not very much. After just a few months, I saw, not only was my level of understanding becoming clearer, but I saw my money growing in ways I never could have expected. The suggestions he made to us were based on a long process of him analyzing our current situation, working with us closely every step of the way. Each account we opened and, ultimately, every investment was planned with care and understanding of our goals. I think when someone does something that changes your life, you should let people know. I would recommend Steven highly, as his professionalism and individual attention showed the highest level of dedication.

5 /5 Thomas Solaski: Working with Steven has made us much more confident and assured in how we are managing our money and preparing for the future. His comprehensive, holistic approach covers everything from budgeting and taxes to long-term/estate planning—with advice that’s clear and thoughtful. Steven is very friendly and easy to talk to. He takes the time to understand what matters to you, not just your finances. We feel much more confident about our financial future with his support. Highly recommend if you’re looking for well-rounded, trustworthy financial guidance.

5 /5 Fran Collins: Today I received a check for $1,307. from IRS thanks to Steven Clark. Steven reviewed a prior year tax return and filed an amended return for me. Without Steven’s diligence, I would never have received this check! Steven continues to save and make money for me through his attention to every detail of my financial life. Steven analyzes my real estate, investments, insurance, cash flow, net worth, and my goals. His knowledge and vigilance in preparing my income taxes means I keep more of my income! Steven reviews and keeps track of all my finances. He advises me on whatever I need to do. Steven explains every detail with patience and caring. Steven has been available to answer questions or meet with me whenever I have requested. Steven Clark has impressive credentials, but he goes beyond expectations. ⭐️⭐️⭐️⭐️⭐️

5 /5 M Jones: With so many different companies and individuals offering financial services, annuities, and investment management, we were at a loss as to what is truly the best path for us. We are so glad we found Steven to let us know what we were doing right and what we could improve on. Finally, someone professional that you can trust. Steven is the financial navigator that we all wish we had on our side. I strongly recommend Clark Financial Planning Services LLC to anyone looking to have a trusted financial professional in their corner.