10500 NE 8th St, Suite 1600
Bellevue, WA 98004
Retirement Planning (Making sure you won't outlive your money, Social Security, Healthcare, Distribution planning).
Small Business/Sole Proprietor Plans (Help establish employer sponsored retirement and/or healthcare plans).
Long-Term Care Planning (Protecting your assets in case of disabling event).
Teacher and School District Benefits (Plan2/3, How it works, COLA, survivorship options, employer sponsored 403(b) plans).
How to plan for healthcare before 65?(Ensuring your overall financial picture can accommodate your health care premiums).
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.