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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Helping you live your best life.
I spend a lot of time thinking about other people’s futures.
Many people believe they just need to allocate resources to a retirement account and they’re set, but they’re not thinking about big-picture subjects like tax-efficient strategies, managing risk, planning for education goals and major purchases, and transferring wealth across generations. Good financial planning isn’t something that gets knocked out in a session or two; it’s an ongoing process because life is dynamic and always evolving.
When I present a financial plan to a client, I’m offering a long-term working relationship that has the potential to last the rest of their life. Whatever my clients need, I’m not here to just sell a product and move on; I’m here for the long haul. My goal is to develop an effective relationship built on trust and outstanding service. When a client isn’t placed in a “silo” and can connect with someone who understands them and wants to help, they will have the confidence that I can tailor a financial plan that meets their specific goals and builds the future they desire.
Northwestern Mutual is an upstanding, outstanding company with an amazing track record, the best financial strength in the industry, and an unparalleled support staff of knowledgeable financial professionals. We offer holistic financial planning services that aren’t solely focused on one aspect of a client’s financial health. Instead, we take a comprehensive look at their entire picture, identify their strengths and weaknesses, and reveal their true financial potential. This high degree of understanding about a client’s situation and their objectives for the future helps me create a plan designed to achieve financial security and peace of mind.
While my team and I serve clients from a broad range of backgrounds, many are medical professionals, professors/educators, business owners, and families.
Client Testimonial
We've been working with Chris Clark since 2018. We love the time and personal attention he gives to his clients and that he is genuinely interested in maximizing the possibilities for wealth management, not just selling financial products. We feel safe and confident working with Chris and recommend him 100%.
Client Testimonial
Chris is the financial advisor everyone wants: he is extremely competent and knowledgeable, he explains complex issues with clarity and patience, and you can trust that his clients’ interests are his first priority. Chris makes financial planning meetings as pleasant as they can be!
Client Testimonial
It has been great working with Chris these past few years. He consistently provides helpful insight while my wife and I decide our financial goals. He has also been instrumental in creating strategies to achieve our short-term and long-term goals.
Client Testimonial
Chris has helped me plan for my future with tailored conversations and investment strategies. I would recommend Chris to anyone, especially to those who are coming from other financial planners seeking personalized and in-depth consultations.
Client Testimonial
I have known Chris since he was a student at the University of Florida where he found his enthusiasm for financial and wealth management. When Chris began with Northwestern Mutual, my husband and I were beginning to look for financial counselors and it made sense to go with someone we knew and would work around our schedules. Chris is very thorough in his explanation of policies and options and provides us time and space to review and decide on plans to best fit our current chapter in life.
Client Testimonial
I have had the wonderful opportunity to receive financial guidance from Chris since 2017. Chris is kind, supportive, and has an extensive knowledge base of his industry. Chris is always willing to go the extra mile to ensure I am confident in my financial decisions, and I am confident in his ability to enrich the lives of each of his clients. I am grateful to Chris for always being willing to help or offer support to make sure I have the success I need financially.
Client Testimonial
Chris is very professional. I have been working with him for years and have been very pleased. He is very knowledgeable about the industry and takes the time to explain everything to me in great detail. He truly wants to help people with their financial goals. He is honest, trustworthy, and makes you feel extremely confident in your financial future. Would highly recommend his services.
Client Testimonial
We have been working with Chris for a few years now. He is an excellent financial adviser. Always available, he listens and will be able to give you the best advice based on your financial goals. On a personal note, Chris is an adorable person to be around.
Client Testimonial
Chris listens and gives sound financial advice based on a combination of your goals and current circumstances. His advice is not limited to Northwestern Mutual products, he’s happy to recommend other products that meet help meet your goals. He is accessible and does not limit your time with him. You can tell he loves his job.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4