Clark Street Financial

Clark Street Financial Professionals at Clark Street Financial offer over 70 years of experience in helping clients achieve their estate and retirement planning goals.

Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals. To enhance the wealth-planning process, Tim strives to establish a comfortable environment that enables clients to explore all the possibilities available to them. In maximizing your accumulated wealth, you can rely on two key advantages of Clark Street Financial:

-the attentiveness of a boutique firm, and

-the depth and resources of a multinational financial services firm. Clark Street Financial is independently owned and operated, freeing our team of specialized professionals to offer a comprehensive approach to financial planning that always places your interests first. Our values-based approach to serving business owners and high net worth families and individuals emphasizes listening to you, clearly understanding what you want to accomplish, and then creating comprehensive solutions that support your life goals. I am licensed to sell Insurance Products in the following states: AZ, CO, IL, TN, WI
Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC is not affiliated with Triad Advisors. www.clarkstreetfinancial.com
www.finra.org
www.sipc.org

The market is as unpredictable as the weather. We’re here to help you prepare.
04/10/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the...
04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
04/07/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
04/03/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
03/31/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
03/27/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Saving for college doesn’t have to be as complicated as college itself.
03/24/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
03/20/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Ever heard of a Roth 401(k)? Would one be right for you?
03/17/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
03/13/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
03/10/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Social Security: Retirement's main source of income or monthly bonus? You decide.
03/06/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

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Phoenix, AZ
85020

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Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals. To enhance the wealth-planning process, Tim strives to establish a comfortable environment that enables clients to explore all the possibilities available to them. In maximizing your accumulated wealth, you can rely on two key advantages of Clark Street Financial: -the attentiveness of a boutique firm, and -the depth and resources of a multinational financial services firm. Clark Street Financial is independently owned and operated, freeing our team of specialized professionals to offer a comprehensive approach to financial planning that always places your interests first. Our values-based approach to serving business owners and high net worth families and individuals emphasizes listening to you, clearly understanding what you want to accomplish, and then creating comprehensive solutions that support your life goals. I am licensed to sell Insurance Products in the following states: AZ, CO, IL, TN, WI Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC and Clark Street Financial, LLC are not affiliated with Triad Advisors. www.clarkstreetfinancial.com www.finra.org www.sipc.org