A complete list of active advisors currently associated with Chris A. Clark Insurance Services, LLC
Warmer can help you find a great advisor at Chris A. Clark Insurance Services, LLC or one who fits your needs even better.
CAC Planning and Insurance Services provides financial planning and investment consulting to individual clients and families, and operates a physician-focused program. Services emphasize written financial plans and consultations covering retirement, estate, cash flow, tax-aware planning, and insurance needs, with clients responsible for implementing recommended transactions. The firm’s advice is centered on long-term, asset-allocation principles and client-specific planning derived from interviews and data gathering; investment recommendations are generally broad (asset classes, mutual funds, ETFs) rather than ongoing portfolio management. CAC does not provide continuous supervisory services, does not custody client assets or execute trades, and delivers advice on a fixed-fee basis rather than charging percentage-of-assets fees. Distinctive aspects include that the firm’s principal is a licensed insurance agent and may receive commissions if clients purchase insurance through him, a disclosed potential conflict of interest, and the firm periodically offers free educational seminars and workshops. The firm also operates specialty initiatives and referral arrangements geared toward physicians and allied professionals, and reports zero assets under management, distinguishing it from many peers that offer discretionary portfolio management or AUM-based billing.
To learn more about the advisors currently working at Chris A. Clark Insurance Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Franklin, TN
| 16
|
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