Clark Asset Management is a forward-thinking financial planning firm that specializes in providing flat fee retirement income expertise. With a commitment to transparency and client service, the company has successfully managed over $1.3 billion in assets at Schwab. The firm prioritizes the personal aspects of finance, believing that effective financial planning is 80% personal and 20% finance. Clark Asset Management fosters a collaborative and supportive work environment, where Lead Planners focus on serving clients rather than prospecting, and are encouraged to embody core values such as service, curiosity, and humility.