| I am a wife, mom, grandma, small business owner, homeowner, landlord, runner, homeschooler, and family CEO through a dozen military moves from California to Vermont, Kansas to North Dakota. Coffee is my BFF.
I first began exploring financial planning over 25 years ago to serve my family and community. The advice and recommendations I make to you will be given with the same care and consideration as those for my own family and friends. It’s what the financial industry calls being a “fiduciary” — your best interests come first, always. The plan we develop will be tailored to your financial goals, not to a product I sell (because I do not sell any) or to a commission I receive (none!). I want to help you make well-informed decisions about the services and products you actually need, from life insurance to investments to retirement plans. My end goal is to help you save money and grow your assets in a way that lets you sleep at night. |
Schedule a Free Consultation
Andrea Clark, CFP®, AFC®
The Table Financial Planning, LLC
Fountain Hills, AZ 85268
618-363-4050
www.thetablefinancialplanning.com
