Investments & Wealth Management

Our financial consultants provide you with comprehensive financial planning and wealth management advice. Achieving your goals for confidence and prosperity come more from how wisely you strive to protect, manage, and invest rather than how much you actually make. And that's where we can help.

The financial consultants of May, Bonee & Clark Financial Services offers you access to a wide range of retirement and education products, estate planning, and insurance planning.

May, Bonee & Clark Financial Services makes recommendations based on your individual objectives. Our wealth management program for you provides advisory services on a fee basis, usually as a percentage of advisory assets or as a flat fee;  therefore, our LPL Financial Advisors' recommendations are not based on commissions.

 

Advisory services offered through LPL Financial, a registered investment advisor.