Clark Burge COUNTRY Financial

01/19/2024

Wondering how the current economic environment impacts your investments? We can help with that. The latest Market & Economic Outlook, written by our team at COUNTRY Trust Bank®️, covers what to expect from the current market and how we plan to navigate it as a company. You can read the full report here: https://cfin.us/MEO12-31-23

01/15/2024

How comfortable do you feel about your retirement plan? If you’re even slightly concerned about making your money last, then we should talk. Schedule an appointment with me today so you can experience more in retirement.

09/07/2023

Life insurance does more than protect your family in the event that you pass away. It can help you today! You can use it to pay* for college, supplement your income, or put a down payment on a vacation home. Message me to learn about all your options.

*Policy loans and withdrawals decrease the cash value and death benefit amount of the policy. The decision to purchase life insurance should be primarily based on a need for the death benefit. Policies are not an investment and are not appropriate as a replacement for retirement savings accumulation.

08/24/2023

Thinking about retiring? Read tips in this article from one of my colleagues about what to consider before claiming social security benefits and reach out to me to discuss your specific situation.

Did the money earned during your career make you happier?

07/02/2023

It’s important to have the right tools to help you reach your financial goals. That’s why, as a Financial Advisor with COUNTRY Trust Bank, my clients have access to the Planning Tool – a one-stop portal that provides a complete picture of your finances and helps you set and keep track of your goals.

And, as always, I’m here to help monitor your progress and to plan for what’s next.

Learn more about the planning tool and then give me a call to get started.

06/30/2023

In times of economic uncertainty, it’s important to have a plan to help you reach your financial goals, and to have the tools that can help to ensure you stay are still on track.

As a Financial Advisor with COUNTRY Trust Bank, I help my clients monitor their progress using the Planning Tool – a one-stop portal that helps them manage their accounts in one place. And when market volatility may be causing concern, I’ll help you plan for what’s next.

Learn more about the planning tool and then call me to get started.

05/21/2023

No matter where you’re starting from, I can review your investments to help determine how well they match your goals and risk tolerance. Message me for details.

05/18/2023

Investing requires consistency and commitment. As a COUNTRY Trust Bank Financial Advisor, I can help. Call me to help you create a plan that’ll help you stay cool during the ups and downs of the markets.

05/16/2023

Whether your hopes for retirement include world travel or a cabin in the woods, you’ll need a plan to get there. COUNTRY Trust Bank Financial Advisors like me can help. Call me to get started.

05/13/2023

Where will your retirement income come from? Will your money last? How should you invest your money to meet your goals? A good Financial Advisor can help you answer those questions and build a plan with the answers.

05/12/2023

Just like you see a doctor to monitor your health and a mechanic to maintain your car, COUNTRY Trust Bank Financial Advisors like me can help keep your future on track. Whether it involves retirement planning, investments or protecting your loved ones, I'll create a plan just for you.

05/10/2023

Now is the time to make sure your family and future are protected. Call me to schedule an appointment or learn more about Indexed Universal Life insurance here: https://cfin.us/IUL


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Policy loans and withdrawals decrease the cash surrender value and death
benefit of the policy. The decision to purchase life insurance should be
primarily based on the need for the death benefit. Life insurance is not an
investment and is not appropriate as a replacement for retirement savings
accumulation.

Policy Forms: ICC21(IUL) and IUL(ND21) | IULHEARSAY(03/23)