Jim C. Manuel CFEd®

Joseph Clark has been providing assistance to retired, pre-retired clients and also independent advisors throughout the country for twenty-three years. He is an experienced teacher, published author and financial educator. He has extensive knowledge in the areas of preservation and distribution of wealth, retirement planning strategies, reduction of financial risk, lowering of taxes and protecting assets.

Joseph prides himself on his ability to provide his clients with proper planning and sound advice. His career in the Financial Services industry began as a Marketing Consultant. Joseph has earned his CFEd® certification with the Heartland Institute of Financial Education.

Joseph teaches health care planning and Income planning for retirees and pre-retirees. This experience has allowed him to become a successful advisor while assisting his clients in enhancing their piece of mind.

Joseph and his wife, Kimberly reside in Littleton, Colorado. They are the proud parents of three children: Haily, Kaira and Ivaiah, Grandson Makaio.

Jim C. Manuel is a Certified Financial Educator and has over 30 years of experience in the area of retirement planning issues. He has helped many families successfully gain retirement success. Jim teaches classes on wealth creation at numerous colleges across the state. In addition to the great depth of information Jim holds in the retirement wealth management field, he also has 30 years of experience in the area of estate tax reduction, financial planning and asset maximization techniques. You may have heard Jim on radio shows throughout the nation as a guest commentator discussing many of the current issues dealing with retirement benefits and issues.