Clark Street Financial

Clark Street Financial Professionals at Clark Street Financial offer over 70 years of experience in helping clients achieve their estate and retirement planning goals.

Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals. To enhance the wealth-planning process, Tim strives to establish a comfortable environment that enables clients to explore all the possibilities available to them. In maximizing your accumulated wealth, you can rely on two key advantages of Clark Street

Financial:

-the attentiveness of a boutique firm, and

-the depth and resources of a multinational financial services firm. Clark Street Financial is independently owned and operated, freeing our team of specialized professionals to offer a comprehensive approach to financial planning that always places your interests first. Our values-based approach to serving business owners and high net worth families and individuals emphasizes listening to you, clearly understanding what you want to accomplish, and then creating comprehensive solutions that support your life goals. I am licensed to sell Insurance Products in the following states: AZ, CO, IL, TN, WI
Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC is not affiliated with Triad Advisors. www.clarkstreetfinancial.com
www.finra.org
www.sipc.org

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
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Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

05/29/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/26/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

What’s the difference between a General Obligation bond and a Revenue bond?
05/22/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
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There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/15/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
05/12/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
05/08/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Surprises crop up every day, and they’re a great reason to work with us.
05/05/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

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Phoenix, AZ
85020

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