Matthew Clark, Cfp® Email & Phone Number

Greater Atlanta Area

Greater Atlanta Area

Dunwoody, Ga

I offer total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesMatthew Clark is a Registered Representative of, and offer securities, Investment Advisory and Financial Planning services through MML Investors Services, Inc., SIPC (www.sipc.org). Supervisory address: 1050 Crown Pointe Parkway, Suite 1800A, Atlanta GA 30338 770-551-3400.I am licensed to sell insurance in: GA, I am licensed to sell securities in: GA, FLI cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business.

Greater Atlanta Area

Personal SolutionsFixed & Variable Life InsuranceIRA Consolidation/Rollovers Tax Sheltered AnnuitiesEducation Funding Strategies Charitable Giving StrategiesLong-Term Care Insurance Disability Income Insurance Estate Conservation StrategiesBusiness SolutionsGroup Health Insurance Group Life Insurance Group Disability InsuranceGroup Long-Term Care InsuranceGroup Dental Insurance Retirement Plan StrategiesBuy-Sell Agreement Funding Key Person Insurance Deferred Compensation PlansBusiness Overhead Expense Insurance

Atlanta Financial Center, 3333 Peachtree Rd, Suite 400, Atlanta Ga, 30326

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I was responsible for maintaining resort-like conditions at Lake Club Marina while servicing marine craft and assisting clients. I worked with clientelle coming from every financial walk of life, assisting them with basic to complex needs concerning boating on Lake Oconee.