Strategies for Individuals

Everyone's investment needs are unique, but most of us have long-term goals and day-to-day demands. We will meet with you to talk about where you stand now and what your needs are. That way, we can understand what you are trying to achieve and help you pursue your goals.

No matter what stage of life you may be in we are prepared to provide you with sound financial advice.

We can help you prepare for a confident future wherever you are in life:

• Recent College Graduate
• Net Unrealized Appreciation (NUA)
• Retirement Accumulation and Distribution Planning
• Purchasing or Selling a Home
• Recently Married or Divorced
• Planning for Children, 529 College Savings
• Career Change, Retirement Plan Transfer or Rollover
• Starting or Selling a Business
• Handling an Inheritance
• Updating Your Estate Plan

Our goal is to help you plan so you can build a comfortable lifestyle and maintain that lifestyle during retirement.

• Retirement & Financial Planning
• Investments & Wealth Management

May, Bonee & Clark Financial Services and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.