Financial Planners near Eliot

“Mr OBrien was extremely helpful to our family. Very relaxed and easy going. Gave us simple advice that was not driven by product sales.“

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“I first learned about Clark Asset Management from the White Coat Investor blog. I was looking for a flat fee planner and an advisor knowledgeable about retirement income planning as my wife and I embarked on our retirement journey. The transition from accumulation during the working years to decumulation in retirement can be complex and daunting. CAM are practitioners of income planning as espoused by retirement guru Wade Pfau which was very appealing to me. After the onboarding process, a financial plan was drawn up which gave us the confidence that we were financially ready to pull the plug on our jobs. Our planner these last few years has been Christian Messemer who is a paragon of patience, wisdom, attentiveness and above all, honesty. We actually felt as if Christian had become part of our family. My wife has the confidence in Christian that in the event of my passing, she will be in good hands. I would not hesitate to recommend CAM.“

“Steve Fleming first constructed our pond with waterfall about 15 years ago. It turned out to be the most loved feature on our 25 acre property. We have had him do many more landscaping projects and all are natural and beautiful. He has a talent for putting the right trees in the right places. Money well spent!“

“I’d like to thank Justin for protecting our money during these difficult times also happy birthday? The Gull“

“Christina and Kristen were AMAZING and so thorough. I was feeling like I had lost my sense of direction with my financial planning and goals and was unsure of what my next steps to take should be. I booked with Cornerstone for hourly financial planning services and am so grateful that they offer this service. I got so many questions answered in the initial session and feel empowered and encouraged!“