Dr. Bill Clark
Founder & Ceo
 | Dr. Bill Clark has been in the estate planning and financial services
industry since 1980. He serves hundreds of clients throughout Texas. He
is the founder and CEO of Clark Financial Group, Inc., a company that
is dedicated to serving and educating seniors. From the American
College, Bill has earned the Chartered Life Underwriter and the
Chartered Financial Consultant designations, and he is a Certified
Senior Estate Planner. He holds a master's degree in education and a
doctorate in psychology.
Clark Financial Group specializes in financial and estate planning.
Bill helps his clients avoid paying unnecessary taxes - such as income,
Social Security, and estate taxes. Avoiding probate and increasing
spendable income is another important part of his practice. Finally,
helping seniors to avoid Medicaid "spend-down" of their hard earned
assets for nursing home care is a critical component of his expertise.
Bill has conducted hundreds of workshops that provide a platform
whereby seniors can learn how to protect their assets, increase their
income, avoid paying unnecessary
taxes, and provide guarantees to their assets. He is constantly seeking
to keep his clients updated on the latest tax strategies and changes in
Washington including money-saving techniques that affect them. Over
the years, Bill has been featured on various radio programs and has
written numerous reports outlining his strategies in the financial
planning field. He teaches his strategies to other financial advisors
who seek to improve the advice to their clients. Bill and his
wife, Lynn, live in Frisco. They have two children, and seven
grandchildren. Faith and family are the foundations of Bill's practice.
He is a highly sought after Senior Financial Advisor because of his
honesty, integrity, and commitment to client satisfaction.
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