My Goal is your
Client's Financial wellbeing

about me

Robert Clark is passionate about
helping advisors and their clients with income protection.

An income protection specialist with expertise in business and financial planning, Robert’s goal is to provide advisors and their clients with cost-effective insurance designed to sustain them and their families through the most challenging circumstances.

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A genuine concern for each client’s
long-term financial health

Don’t just take my word for it, hear what they have to say.

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Robert has been a trusted resource and partner since we were first introduced in 2019. His expert knowledge, help in developing client-specific strategies, and access to unique solutions has been invaluable to growing our revenue and enhancing our reputation with our clients. We consider him an extension of our team and our capabilities.
Jeff MillerVice President/Partner at Sound Financial Group
Jeff Miller

“True effectiveness is a function of two things: what is produced (the golden eggs) and the producing asset or capacity to produce (the goose). If you adopt a pattern of life that focuses on golden eggs and neglects the goose, you will soon be without the asset that produces golden eggs.”

Stephen Covey 7 Habits of Highly Effective People