bertclark-nm.comHome : Bert Clark Jr : Estate Strategies Group

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bertclark-nm.com

Title:Home : Bert Clark Jr : Estate Strategies Group

Description:Bert Clark Jr is a financial advisor for the Estate Strategies Group

Keywords:Bert Clark, Northwestern Mutual, Wealth Management Company, Estate Strategies Group, financial advisor, estate, business succession, planning, trust services

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bertclark-nm.com Keywords accounting

Keyword Count Percentage
Bert Clark 10 1.53%
Northwestern Mutual 11 3.25%
Wealth Management Company 3 1.14%
Estate Strategies Group 3 1.05%
financial advisor 0 0.00%
estate 10 0.91%
business succession 1 0.29%
planning 15 1.84%
trust services 1 0.21%

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Home : Bert Clark Jr : Estate Strategies Group Bert Clark Jr Estate & Business Planning Advisor 3438 Peachtree Rd NE Phipps Tower Ste 1200 Atlanta, GA 30326-1554 Office 404-846-3012 Contact Bert Clark Jr My Networks Home About Me Personal Professional Areas of Expertise Community Involvement News About Northwestern Mutual My Team Staff Financial Planning Values-Based Planning Fee-Based Financial Planning Services Investment Strategies Trust Services Resources Market & Economic Commentary Articles Calculators Advanced Planning Library Client Center Contact Bert Clark Jr Estate & Business Planning Advisor 3438 Peachtree Rd NE Phipps Tower Ste 1200 Atlanta, GA 30326-1554 Office 404-846-3012 Contact Bert Clark Jr My Networks Sign Up for My E-mail Newsletter Stay informed on the latest financial security news you can use to help guide your future. Sign Up Calculators How much life insurance do I need? Long-Term Care Cost Calculator What option is best for estate planning? More... share | Welcome Estate Strategies Group (ESG) is a national network of advisors, specializing in estate and business succession planning. Wealth Management Advisors of ESG are experienced professionals focusing on high net worth families, professionals, and business owners. Click here to read my bio Bert Clark's approach is to assist individuals in identifying the core values, beliefs and legacy they want to perpetuate for themselves, their families and their communities. This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client. The planning process allows individuals to perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society. Bert's objective is to help you gain clarity regarding your estate planning goals, discovering not only how you want to distribute your estate, but why. "My focus is on your values, not the value of your wealth. The planning we will do together will help ensure your values are the foundation of your estate plan." Recent News with the Clark Team October 2015 - The team of Bert Clark and the Northwestern Mutual Goodwin Wright group show their support against childhood cancer by wearing their "Go Harris Go" tshirts. Harris is the 2 year old son of a client in Bert's practice, who is battling rhabdomyosarcoma which is a malignant tumor. The proceeds from the Tshirts below supported Harris in his battle to fight cancer. Team member Madison is the 5th standing from the left on the bottom row. September 2015 - Berry College holds their Grand Opening of the new multi-sport stadium, which includes the Clark Track and Valhalla playing field. Bert led the way in fundraising $750,000 to fund the new construction of the 8 lane track, which circles the new and improved Valhalla field. Pictures below shows the ribbon cutting and celebration of both completed projects before Berry's first home football game of the season. Bert Clark and his wife Cathy are on the left standing next to other Berry College board members. Bert is the third in from the right cutting the ribbon on opening day. See Your Complete Financial Picture Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now. First-Time Home Buyer's Financial Guide Get the need-to-know facts to buy your first place with confidence. DOWNLOAD YOUR GUIDE The Power of Dividends When purchasing any type of insurance, one of the things to consider is the company’s history of paying dividends. Learn why Northwestern Mutual’s industry-leading dividend payouts add flexibility and value in your financial security plan. View Now All Stories ? Account Access Access Your Accounts Client Center Inquiry and Service Information Advanced Planning Library Northwestern Mutual's Advanced Planning Library is a powerful legal research tool. Access the Advanced Planning Library Check the background of this investment professional To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Disclosure ? 2017 Northwestern Mutual Wealth Management Company, Milwaukee, WI. All rights reserved. 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 - (414) 271-1444. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Estate Strategies Group (ESG) is a division of Northwestern Mutual Wealth Management Company? (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. G Bert Clark Jr is a Representative of NMWMC, a subsidiary of NM, and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. G Bert Clark Jr is primarily licensed in Georgia and may be licensed in other states. CA License: #0C72968 AR License: #1909609 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNER? CFP? (with plaque design) and CFP? (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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