LET'S CHAT
Brian J. Clark
Licensed Consultant, CA License #0D02647
Challenging the status quo of financial literacy and education.
About Me
Chartered Retirement Planning Counselor, Financial Consultant with more than 24 years in the business of helping people get to and through retirement in a more comfortable and successful manner.
Book an Appointment
Please choose from the following types of meetings to best suit your needs.
Initial or Follow Up
Consultation
We will explore your goals and needs and talk about the basic principles of building a solid financial game plan.
Annual Policy
& Financial Review
Have current statements for all of your life insurance, long-term care, and/or annuity policies available for review.
Introductory
Meeting
I will introduce you to a member of our Vantage team of experts to assist you further with your financial plan.
AFEA Strategy Session
We will talk in detail about your unique situation and goals and see how to best apply what we covered in the Social Security Benefits and LTC Seminar.
Collaboration Meeting
For new and existing partners, this is a meeting to collaborate on projects and explore opportunities that help expand our missions and better serve our clients.
What Our Clients Say
Luke takes a complex and potentially difficult subject like life insurance and breaks it down into reasonable and easy to understand steps. You are the one making the decisions- He's trustworthy and easy to work with.
He listens, gets to know you and your situation-It is not a cookie-cutter, one-size-fits-all approach. I appreciate the time he takes with my clients to deliver the highest level customer experience.
I have worked with Luke for 3 years now, and he is one of the smartest guys I know! He provides solid advice, and he is very patient in answering all of my questions. - I trust that he has my family's best interest.
Jennifer Crosswhite
Author, Editor
Adam Raymond
Agency Owner
Robert & Lia Hidajat
Business Owners
What Our Clients Say
Jennifer Crosswhite, Author/Editor
Luke takes a complex and potentially difficult subject like life insurance and breaks it down into reasonable and easy to understand steps. You are the one making the decisions, not whatever product needs to be sold. He's trustworthy and easy to work with.
Adam Raymond, Agency Owner
He listens, gets to know you and your situation-It is not a cookie-cutter, one-size-fits-all approach. I appreciate the time he takes with my clients to deliver the highest level customer experience.
Robert & Lia Hidajat, Business Owners
I have worked with Luke for 3 years now, and he is one of the smartest guys I know! He provides solid advice, and he is very patient in answering all of my questions. - I trust that he has my family's best interest.
