Strategic Partners

INDEPENDENCE POWERED BY LPL FINANCIAL

May, Bonee & Clark Financial Services is powered by LPL Financial, the nation’s largest independent broker/dealer*. The firm provides a comprehensive array of tools and resources to independent financial advisors, helping us to provide objective financial guidance to our clients. LPL Financial provides unbiased research, leading edge technology and financial investment products.

May, Bonee & Clark Financial Services

Our independence allows us to always put our client’s interest first. Our goal is to help you achieve financial clarity and provide you with solutions to develop a strategy toward a more secure retirement.

We have the tools and expertise to help guide you towards a successful retirement though the implementation of strategies for the accumulation of assets to include personal investments, IRA’s, employer sponsored plans and personal tax-deferred savings vehicles.

Tactical distribution techniques are used to plan income during retirement.  We help our clients make educated elections when it comes time to turn on income as we are well versed in pension distribution planning, IRA rollovers and Social Security income election options.

* As reported by Financial Planning magazine, June 1996 – 2016, based on total revenue.