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

• 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.