CBG Financial Planning

Jim Clark

Our Services

Jim Clark: Principal – CPA, CFP®

Jim has been providing comprehensive planning, tax, investment and transition strategies to dentists since 1997 with a goal of helping them with their overall financial well-being.

He has had the privilege to work with hundreds of dentists and assist them in successfully developing strong financial foundations for the present and the future. He has presented continuing education courses throughout the United States on subject matters covering all aspects of financial planning and business ownership that impact a dentist’s financial life. He has been the featured speaker at various dental business forums and study clubs. In addition, Jim has written articles on numerous financial-related subjects for a variety of dental publications.

When it comes to helping dentists with their financial vision, Jim’s philosophy is to listen. Listen for insight from the client to gain perspective as it relates to the practice and the impact it is having on their ability to achieve personal goals. In order for a dentist to share their personal and professional goals there has to be a level of trust with the advisor. Jim takes this trust personally and because of that clients tend to become more than clients; friendships are developed. Jim has been blessed to have experienced tremendous personal growth through these past relationships and he looks forward to more.

In addition to being a Certified Financial Planner™, Jim is also a Certified Public Accountant and Investment Advisor Representative.

Jim resides with his wife and son in central Indiana. He enjoys outdoor activities and spending quality time with his family.

Please feel free to reach out to us for any inquiries.