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Financial Advisory
Craig Clark
Financial Consultant
Phone: 206-956-6290
Fax: 206-956-6202
Craig.Clark@equitable.com
Equitable Advisors
10500 NE 8th St, Suite 1600
Bellevue, WA 98004
Focus Areas
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Retirement Planning (Making sure you won't outlive your money, Social Security, Healthcare, Distribution planning).
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Small Business/Sole Proprietor Plans (Help establish employer sponsored retirement and/or healthcare plans).
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Long-Term Care Planning (Protecting your assets in case of disabling event).
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Teacher and School District Benefits (Plan2/3, How it works, COLA, survivorship options, employer sponsored 403(b) plans).
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How to plan for healthcare before 65?(Ensuring your overall financial picture can accommodate your health care premiums).
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Student Loan Forgiveness (Aid in navigating Teacher Loan Forgiveness and Public Service Loan Forgiveness programs).
Experience and Background
Meet Craig Clark, a dedicated professional at Equitable, who has made it his mission to help people achieve their financial goals. With a talented team, they specialize in practical financial planning, catering to individuals and families from diverse backgrounds. Craig's client-centered approach is grounded in understanding each person's unique needs and aspirations, making him a trusted partner in building, managing, and safeguarding wealth for a better tomorrow.