Our goal is to help provide greater peace of mind to families, farmers, and business owners. Our Holistic Planning Approach is a comprehensive financial process designed to help guide clients through all of life’s phases. We help our clients crystalize their goals and objectives and then work with them and their advisors in the planning process to achieve the desired results. We provide families,
farmers, and business owners with the tools needed for comprehensive retirement income planning, business succession, and estate distribution. We operate with the highest levels of integrity, and we are committed to developing strong, long-term relationships with our clients, their families, their businesses and their advisors. Nathan Clark is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Nathan Clark is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 709 Main Street Adel, IA 50003. PH #515-993-1084 Nathan Clark is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Neither Innovative Financial Solutions Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Innovative Financial Solutions Group is not owned or operated by New York Life Insurance Company or its affiliates. My California Insurance license number is 0L10057. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
