Reginald D. Clark

About Reginald D. Clark

First time I ever heard the term \"Financial Advisor\" was my last semester in college. I began my career in the Financial Services industry as a college intern with Prudential Securities in 1996. In I joined MetLife where I worked with a few clients (that trusted a young man with only book knowledge at that point) to develop short and long term financial goals including retirement, college savings, and insurance needs. It was at MetLife that I started working with business owners to implement employee benefits as well as company sponsored retirement plans. It didn\'t take too long to realize that my approach to serving clients was not lining up with the way I was being told to work. In 2002, I opened an independent financial services practice with focus on increasing client involvement in the wealth management process through financial education. I worked closely with retirees in developing retirement plans and transfer strategies as well as assisting clients in properly protecting assets and mitigating risks.In 2012 everything changed. I was at a training conference that completely altered the trajectory of my practice. I was introduced to undisputable facts about the financial trouble our country is in and the jeopardy this financial trouble places on American retirement accounts. I spent the next couple of years attending every training I could find to gather more knowledge and solutions to this growing problem that few even knew or talked about. I now spend my time sounding the alarm and helping people use little know gems in the tax code to build more secure retirement plans.Specialties: Assisting retirees and people who have separated service in determining best course of action for employer-sponsored retirement assets from 401(k), 403(b), and other retirement accounts. Retirement Planning, Life Insurance, Disability Income InsuranceInvestment Advisory services offered through P3 Wealth Management, Inc.

Experience

1. Chief Executive Officer

   P3 Financial Group, Inc

   Dec 2008 — Present

   Opened independent wealth management practice with primary focus on servicing retirees.*Work with individual employer sponsored plan assets such as 401(k), 403(b) and other retirement accounts with an emphasis on minimizing fees and principle protection.* Analyze clients’ wealth management needs, goals, and objectives* Advise clients regarding the advantages and disadvantages of different financial services products* Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals* Act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.

Education

• Jackson Central Merry High School

  High School Diploma

  1990 — 1992

• Christian Brothers University

  Executive Certificate, Financial Planning

  2002 — 2003

• University of Memphis

  BBA, Finance

  1992 — 1997

Skills

• Training
• Asset Managment
• Sales
• Relationship Management
• Small Business
• Portfolio Management
• Loans
• Disability Insurance
• Financial Services
• Fixed Annuities
• Analysis
• Financial Planning
• Recruiting
• Funding
• Retirement
• Strategic Financial Planning
• Wealth Management
• Leadership
• Executive Management
• Employee Benefits
• Wealth
• Financial Risk
• Life Insurance
• Finance
• Mutual Funds
• Risk Management
• Long-Term Care
• Iras
• Investments
• Term Life Insurance
• Personal Finance
• Investment Advisory
• Insurance
• Retirement Planning
• Securities
• Financial Advisory
• Public Speaking
• Estate Planning
• Credit