Joe Clark

About Joe Clark

We help reduce financial regrets! You have worked hard and sacrificed to have financial…

Experience

1. Managing Partner

   Financial Enhancement Group, Llc

   Oct 1997 — Present

   We are Fiduciaries! We take care of people who who don\'t want to worry about their money. We serve 850+ families in 30+ states and manage more than $380 million for individuals, churches and groups.\\\\n\\\\nJoe is a founding member and previous board member of the Ed Slott Masters Elite IRA Advisers Group.\\\\n\\\\nJoe serves as the managing partner of the Financial Enhancement Group and considers it an honor to lead 25 motivated individuals as we serve families across the country. We have CFP\'s, CFA, CMT, EA and CPA\'s working together in a collective unit.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

• Indiana University Bloomington

  Political Science

  1985 — 1987

• College For Financial Planning

  CFP, Financial Planning

  1992 — 1995

Skills

• Strategic Planning
• Asset Allocation
• Equities
• Wealth
• Investment Advisory
• Asset Managment
• Public Speaking
• Fixed Income
• Investments
• Financial Planning
• Mutual Funds
• Financial Analysis
• Asset Management
• Strategic Financial Planning
• Relationship Management
• Alternative Investments
• Life Insurance
• Financial Services
• Management
• Personal Finance
• Private Equity
• Iras
• Finance
• Small Business
• Trusts
• Portfolio Management
• Disability Insurance
• Estate Planning
• Retirement Planning
• Term Life Insurance
• Economics
• Long-Term Care
• Securities
• Investment Management
• Wealth Management
• Employee Benefits
• Teaching
• Financial Advisory
• 401k
• Entrepreneurship