Clark & Goshow
Financial Strategies Group, LLC

CONNECT

Address:

707 Eagleview Boulevard, Ste 104
Exton, PA 19341

Phone:

610-268-6700,Toll Free: 855-216-4814

Fax/Other:

610-458-2100

Municipalities

 

The Clark & Goshow Financial Strategies Group has extensive experience and resources to advise municipalities on the management and establishment of their pension accounts, group retirement plans and reserve funds.

Because of our experience working with local municipal pension board members,  we are acutely aware of the investment criteria mandated by state regulations.  We will help you design and implement a plan with an investment selection structure that meets the goals and risk tolerance prescribed by your board. Once your plan is established, we will provide a regular review to help ensure your plan stays on track toward its stated objectives.

In your role as stewards of public funds, we will provide you with practices that help you define a global fiduciary standard of excellence.  All investment fiduciaries should demonstrate prudence in their investment decisions. By following a structured process, you can be more confident that critical components of an investment strategy are being properly implemented.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals