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
