 “Big Joe Clark” Joseph A. Clark, CFP RFC Managing Partner, Financial Enhancement Group LLC
Just call him “Big Joe.”
Joseph A. Clark – “Big Joe” as he is known to his friends, clients and colleagues – is larger than the average NFL football player. However, that’s not why he’s known as one of the biggest financial investment advisors in central Indiana.
Big Joe, a Certified Financial Planner (CFP) and Registered Financial Consultant (RFC), has been in the financial services industry for over 20 years. He is the managing partner of Financial Enhancement Group, LLC, (FEG), a Hoosier-based financial services company with offices in Anderson, Lafayette, Marion, and Rensselaer that was founded in 1997 and has grown substantially, FEG has seven partners who are Certified Public Accountants, and all of the staff is committed to helping people prepare for their life after work!
The Financial Enhancement Group LLC actively manages over $200 million for 700 families located in 21 states using the asset management process known as the Funnel Solution System™ (FSS). The FSS was developed by Big Joe and his team as an alternative to traditional investment allocation processes. Big Joe understands his clients to be sophisticated savers attempting to grow assets for their future use, whether that use is for themselves, their children, or their favorite charity. Starting from that point, the investment process must be started with the end game in mind – accessibility of the funds, the income produced the tax environment, etc. Big Joe is a nationally recognized authority on helping clients develop Personal Exit Strategies.
A protégé of the renowned demographic guru, Harry S. Dent, Jr., Big Joe is one of the nation’s leading proponents of using predictable consumer spending behaviors as a long term economic forecasting approach. Big Joe is an active Board Member of the HS Dent Advisory Network and a Charter Member of the organization.
As a genuine believer in preparing for the end game and developing Personal Exit Strategies, Big Joe is a Charter Member as well as Board Member of the Ed Slott Elite IRA Masters Group. This organization is committed to staying up to date on current IRS rules and regulations pertaining to retirement distributions and implementing and monitoring successful Personal Exit Strategies.
As a recognized radio personality for ten years as host of The Big Joe Money Show, Big Joe is a well-known financial figure – and outspoken investment authority – in the northern Indiana area. Big Joe writes a weekly column for The Anderson Herald Bulletin as well as a weekly television program. He is a regular commentator on CNBC. Recent publications can be found anytime on his website at www.yourlifeafterwork.com. His renowned “Seasons of the Economy” dinner presentations continue to provide investors with helpful facts and advice for achieving their financial goals.
Big Joe currently serves as a visiting instructor for Purdue University in their Financial Planning Program. He has taught for Anderson University’s MBA department, testified to a Congressional sub-committee on taxation and investing, and is regularly quoted in financial periodicals including the Wall Street Journal, The Journal of Financial Planning, Smart Money, and Newsweek.
Big Joe truly enjoys assisting people as they plan for their life after work. However, when he isn’t working, he enriches his personal time by spending as much of it as he can in the kitchen cooking with his wife, Barbara, their two daughters, Kailey and Kendra, and a host of great friends. As he would say, “Life is good!” |