At Clark & Cassidy, Inc. we take exquisite care to ensure that the careful management of your finances is our top priority. Whether you are a business or an individual, all of our associates constantly strive to give you personalized and thorough service.
Clark & Cassidy, Inc. provides tailored tax and financial solutions for our clients.
Fractional Family Office
Our Family Office Service delivers a sophisticated, centralized solution for managing all aspects of your family’s wealth. We coordinate a tailored suite of services—from strategic investment management and tax planning to legacy and philanthropic guidance—to simplify your financial life. By aligning every decision with your family’s unique values, we help ensure your legacy is not only preserved but strengthened for future generations.
- Wealth Management
- Risk-Aligned Asset Allocation
- Customized Portfolios
- Tax Optimized Location
- Retirement Planning
- Accumulation / Milestone Planning
- Tax Aware Retirement Liquidity Strategies
- Holistic Social Security Planning
- Risk Mitigation
- Income Stabilization
- Asset Protection
- Longevity Security
- Legacy and Estate Planning
- Estate Planning
- Tax Mitigation
- Coordinated Legal Advice
- Family Foundations and Trusts
- Tax Strategy
- Highly Appreciated Assets
- Tax Loss Harvesting
- Asset -Location Optimization
- Business Structuring and Strategy
Tax Services
Our range of tax services includes:
- Individuals
- Corporations
- Partnerships
- Trust and Estates
- Non-Profits and Private Foundations
- Homeowners Association
- Tax Projections and Annual Planning
Accounting Services
Our range of accounting services includes:
- Compiled Financial Statements
- Bookkeeping
