Strategic Partners

INDEPENDENCE POWERED BY LPL FINANCIAL

May, Bonee & Clark Financial Services is powered by LPL Financial, the nation's largest independent broker/dealer*. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com

May, Bonee & Clark Financial Services

Our independence allows us to always put our client's interest first. Our goal is to provide you with sound advice to develop a strategy toward a more secure retirement.

We have the tools and expertise to help guide you towards a fulfilling 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, 401(k) distribution strategies and Social Security income election options.

 

* Based on total revenues, Financial Planning magazine June 1996-2021