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Joseph "Big Joe" A. Clark, CFP®

Smart, Tax Savvy Investment Strategies...

Financial Enhancement Group LLC
MANAGING MEMBER

Indianapolis

IN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
World Equity Group, Inc. 17 years, 8 months Mar 2002 - Present
Joe's Money Show, LLC 17 years, 9 months Feb 2002 - Present
Financial Enhancement Group 24 years Nov 1995 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Joseph Clark

Economies and Equities - Relatively Speaking
Published 2015-09-28 07:54:41
Investing
Published 2015-09-28 07:53:19
Investing
Published 2015-09-28 07:46:25
401k Contributions
Published 2015-09-28 07:44:20
The best way to give to your chidlren
Published 2015-09-16 10:24:38
How does inflation factor in to your life
Published 2015-09-16 10:21:53
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 9, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 9, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Financial Enhancement Group LLC

    Last updated on July 19, 2017
      • $260.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $135.2K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements