
Planning for retirement can feel overwhelming, especially when you’re focused on ensuring long-term financial stability. The good news is there are strategies to help you secure a guaranteed lifetime income in Surprise, AZ. If you’re
read moreEXCELLENT Based on 9 reviews Esmeralda Acosta2024-05-22Trustindex verifies that the original source of the review is Google. Bonnie is the greatest. She is very knowledgeable and will give you the best advice. Highly recommend her. Your Healthcare Couple2024-03-06Trustindex verifies that the original source of the review is Google. Bonnie is a very knowledgeable financial advisor. She listens to your needs and puts a plan together that meets those needs. I would highly recommend her. Caleb Kinch2024-01-04Trustindex verifies that the original source of the review is Google. Bonnie is great to work with. Wonderful customer service, listens to your needs and puts together great options for achieving your goals. Highly recommend. Jim Brebner2023-10-25Trustindex verifies that the original source of the review is Google. Bonnie has a vast knowledge in all things financial. She’s also very caring and a great listener. I highly recommend her! Raymond Grim2023-08-02Trustindex verifies that the original source of the review is Google. Bonnie is not only knowledgeable with products to protect your finances, she is involved locally bringing business owners together to collaborate and network together, so clients get the best service possible. Lawrence Przybylak2023-05-13Trustindex verifies that the original source of the review is Google. Thank You Bonnie for helping me with my Whole life insurance policy. You truly stand out from the rest because you listen to what your clients needs and fit them with the right policy. Thanks again. Tara Borghese2023-03-02Trustindex verifies that the original source of the review is Google. Bonnie was amazing in helping me with my life insurance! I had no clue what to do with so many options available. But Bonnie made everything easy and straightforward. She was so professional and cool to work with. I totally recommend Bonnie for anyone who needs help with life insurance. She's the best! Bonnie walked me through the process with integrity and professionalism. I highly recommend working with her. Mark Rowley2023-03-02Trustindex verifies that the original source of the review is Google. Bonnie has helped us tremendously as a financial advisor including utilizing insurance products as part of the package. Bonnie has a 10 year track record with my wife and I and has proven over and over that having a solid financial planner that believes in only providing the best customer service is something everyone needs. Paul Clark2022-12-15Trustindex verifies that the original source of the review is Google. Bonnie carefully listened to my financial goals and came up with a plan that helped me retire earlier than I thought I could. I am enjoying retired life in Arizona, confident I can maintain my lifestyle no matter what the stock market does or losing my cash flow to taxes. Financial peace of mind is great!Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
Have you asked yourself how much money will you need when you retire and for how long to enjoy the retirement lifestyle you desire?
Have you ever thought about whether you will outlive your money?
Do you have a ROCK SOLID answer? Call me, Bonnie Clark, at (619) 787-4222 and I will be happy to show you how!
“Bonnie has been a trusted financial advisor to me for many years. As a busy professional, I appreciate Bonnie giving me well educated information that benefits my specific circumstances. The strategies she customized for me minimizes risk while providing competitive gains. My plan established tax advantaged generational wealth for my children too. I appreciate having a proven financial plan, used by wealthy families for hundreds of years, so I can focus on my priorities with confidence.”
“I needed a tax-free solution to secure my retirement, and Bonnie came up with a great plan! We feel great about our new financial plan and we sleep like babies even when the market is going down, knowing our money isn’t!”
“Bonnie took the time to REALLY listen to me, my needs, my concerns, my goals and help me find the right solutions for me. She had my best interest in mind; not her’s. Bonnie Clark took the time to make things simple to understand and educate me financially. I have a clearer picture of how to make smart decisions for a better financial future. I highly recommend Bonnie Clark’s services.”
Planning for retirement can feel overwhelming, especially when you’re focused on ensuring long-term financial stability. The good news is there are strategies to help you secure a guaranteed lifetime income in Surprise, AZ. If you’re
read moreFinancial security plays a vital role in ensuring that families are protected during life’s unpredictable moments. In Surprise, AZ, many residents prioritize life insurance to safeguard their loved ones. Among the available options, Term life
read moreAs it comes to protecting your loved ones and securing your property, life insurance and mortgage protection are two important options to consider. Although they serve similar purposes in safeguarding your family’s future, there are
read moreBusiness owners should consider both life insurance and a buy-sell agreement to protect themselves, their families, and their businesses in case of unexpected events. Life insurance provides financial support to the family of a business
read moreBusiness owners need life insurance and a buy-sell agreement for several reasons: Protecting the business from financial hardship: If a business owner were to pass away, it could lead to significant financial strain on the
read moreLearn How To Avoid Running out of Money When You Need It Most!
“Bonnie took her time with us to understand our needs and wants...She helped us gain more clarity and security in our financial future. Bonnie has become our family’s go-to financial person. If you want financial peace of mind, give her a call today. You’ll be glad you did.”