Clark Walter*

“I help people retire well.”

Clark understands the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:

Lifetime Needs Analysis

Clark develops a long-term working relationship with his clients, helping provide financial solutions as they progress through their careers on into retirement.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

Clark takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, Clark is here to help.

Objective Investment and Risk Management Advice

Clark’s client-centered approach to investment planning can help you assemble a diversified** portfolio including insurance and risk management strategies designed to help meet your unique needs.

• Personalized Financial Planning
• Asset Management Strategies
• Investments
  • Federal and State Tax-Free Mutual Funds
  • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
• Insurance
  • Life Insurance
• Retirement Planning
  • Roth IRA, Traditional IRA
  • SIMPLE IRA, SEP IRA
  • 403(b), 401(k), 457 Plans
• Education Planning
  • 529 College Savings Plan
  • Coverdell Education Savings Account
  • UGMA/UTMA
    

Clark Walter can help you create a financial plan, a personalized “roadmap” that can help you solve your financial problems and achieve your short- and long-term financial goals. Clark will work one-on-one with you to understand your current financial situation and your financial goals. He will then design and help you implement a financial plan that is customized to your needs.

Clark earned a BSMS from McMurry University, he has 11 years experience in financial planning, and holds FINRA Series 6, 63 and 65 securities registrations. Clark is married and has two sons. His community activities include: Trustee, McMurry University; Chair, McMurry University Alumni Board; former President, The Exchange Club of Sugar Land; Chairman, Scholarship Committee FUMC-Sugar Land.

Financial Planning Services

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals while, at the same time, helping them negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client’s current financial situation, setting goals, developing a personalized plan to meet those goals, and, once the plan is implemented, monitoring its progress. As a financial professional, Clark can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

Email: cwalter@dearborncreggs.com

*Financial Representative of and Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered investment advisor, Member FINRA/SIPC. Lincoln Investment and Dearborn & Creggs are independently owned and each is responsible for its own business.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.