Since 1989, Phillip L. Clark has been dedicated to serving individuals and small businesses through the process of comprehensive planning. More than 20 years ago, Phillip had the vision to create a firm that would focus solely on the needs of its clients through fee-based services. Vision became reality in 2002. In addition to his role as a Registered Investment Advisor Representative, Phillip played a key role in developing the firm’s proprietary AAMP (Asset Allocated Managed Portfolios) program which is used in conjunction with each client’s Investment Policy Statement. Phillip maintains “the most important part to the planning process is building a relationship with our clients.”