March 7th, 2017
I was honored to help US News and World Report recently in their article “How to Get Reliable Retirement Planning Advice” with an important topic that is causing some friction in our industry right now. The public is having their eyes opened to the importance of having a fiduciary relationship with their financial advisor, however, it is looking like the fiduciary rule could possibly get postponed. Not all brokerage firms and advisors want to be subject to the fiduciary rule. I am a fiduciary, and I share my thoughts on how to find quality, fiduciary advice.
The advice that I share is to “Look for a seasoned advisor who has been in the business through a market cycle or two, is a fee-only fiduciary and a certified financial planner who works primarily with clients like you.”
February 27th, 2017
I was honored to be quoted today on CNBC.com in the article “Retirees should look carefully before leaping into a relocation” . It is a good list of things to consider before a major move to a new state. Things like:
- Real Estate Expenses
- Quality of Medical Care
- Quality of Elder Care and Social Services
- Culture Fit
- Proximity of Family
When you read the article, based on some of my quotes, you might be able to tell that my mother is a 30 year veteran of the real estate business. She owns a residential real estate appraisal firm and she has passed her knowledge on to me.
April 19th, 2016
We have just finished moving and we are excited about the change. Though our address is different we as a financial advisor remain the same. We are still able to help you on either an hourly basis or ongoing investment management basis.
We have moved a couple of exits east on Highway 40. You can find us in the southeast corner of Clarkson Road and Highway 40, behind PF Chang’s off of Chesterfield Parkway East and Elbridge Payne Road.
Our new address is:
Clark Hourly Financial Planning and Investment Management
1415 Elbridge Payne Road, Suite 255
Chesterfield, MO 63017
We are still open Monday through Friday 9-5 by appointment.
Thank you to our clients and colleagues who have helped us grow over these last several years. We look forward to seeing everyone in our new location!
March 25th, 2016
Exciting news! Our St Louis based company is growing therefore we are looking to add a part-time administrative assistant to our team.
We have engaged an employment search firm to help us identify and hire the right candidate. If you have an interest please submit your resume directly to Executive Business Solutions to the attention of Amy Whitten.
We are not taking phone calls or resumes directly at Clark Hourly Financial Planning because we are busy helping our wonderful clients. Thank you for understanding.
Are we a match? Here is a little bit about us and a little bit about the type of person we are looking for.
We are located in Chesterfield Missouri.
We are Fee-Only Financial Advisors which puts us in a select group. We are paid only by our client. We do not accept any other compensation such as commissions or referral fees. Our independence ensures no outside influences affect our recommendations. We don’t just offer investment management . We also create highly customized financial plans on an hourly planning / project basis, a rare, but sought after service.
That’s enough about us, what about you?
Some of your responsibilities would include
- Greet our clients as they arrive for appointments
- Answering the phone
- Process daily mail
- Set appointments with clients and prospective clients
- Scan documents, complete paperwork and new account forms
- Filing, shredding
- Returning client and prospective client calls
- Researching customer service questions
- Assist with creating and sending monthly email newsletter
- Strong Microsoft Excel, Word, Outlook skills
- Excellent communication skills
- Great follow through
- Positive and upbeat.
- Previous experience in the industry a plus, but not required
- Familiarity with Redtail, Morningstar Advisor Workstation, MoneyGuide Pro, Mailchimp a plus, but not required
This is a part time position, for 15 to 21 hours per week, depending on the candidate’ s availability. We will work with you to set up a fixed schedule with your input. Perhaps you would like to work 3 days a week. Or maybe you would like to come into the office after you put your children on the bus and be home when they get off the bus; in that case you might want to spread your hours over 4 days. Or perhaps you are thinking of retirement and looking to work part time so you can spend time with grandkids, friends, and hobbies. The idea is to work together to create a schedule that fits your needs and takes care of our clients.
For more details about this position and/or to submit a resume go the page set up for this open position by clicking on Executive Business Solutions . Submissions should be directed to the attention of Amy Whitten.
If this is not the right fit for you, please spread the word. Thank you!