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Legacy Advisor Network
Kayla Clark, ChFC, RICP, CLU

Kayla started her career in the financial services industry in 1998 as an Investment Advisor. She brings 22 years of financial planning experience as consultant to her clients. Kayla is a Retirement Specialist with Legacy Advisor Network and an expert in helping retirees work toward optimizing their social security, preserving their assets, increasing their income, and becoming more tax efficient.  Her practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes.

Kayla has consistently pursued knowledge and education through The American College of Financial Planning and has acquired 4 Industry Professional Designations: Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL).

This knowledge shared with clients empowers them to make well informed decisions throughout their planning experience; and throughout their life. She enjoys working with her clients and brings a strong commitment to financial security through a comprehensive lifelong financial planning process. She believes that individual financial security in turn builds family security, and a strong community to live, grow, and raise our families in.

Kayla has two grown children and a Cocker Spaniel named Honey. She enjoys yoga, hiking, reading, swimming, biking and being on the water in a canoe or kayak.

Services

Retirement Income Planning
Social Security Maximization
401k & IRA Rollovers
Comprehensive Financial Planning
Wealth Management
Asset Allocation
Portfolio Management
Life Insurance
Long Term Care Insurance
Annuities Variable Annuities
Business Succession Planning
Buy Sell Agreements

Credentials

Chartered Financial Consultant (ChFC)
Retirement Income Certified Professional (RICP)
Chartered Life Underwriter (CLU)
Chartered Advisor for Senior Living (CASL)