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

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

Quarterly Market Insights | January 2026 U.S. and Canadian Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 I...

Do you know how missing the best and worst market days might affect your portfolio?
01/09/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
01/06/2026

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
01/02/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
12/30/2025

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

When it comes to investing, you may be your own worst enemy.
12/26/2025

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
12/23/2025

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
12/19/2025

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

How long will your retirement money last with regular withdrawals? Have you run the numbers?
12/16/2025

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

Worried that inflation may rise in the years ahead? You’re not alone.
12/12/2025

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

U.S. Service Members should consider taking advantage of programs that are available.
12/09/2025

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, c...
12/05/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

Monthly Market Insights | December 2025 U.S. Markets Stocks were mixed in November as a late-month rally almost clawed back losses from earlier in the month. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged ...

Address

Phoenix, AZ
85020

Website

Alerts

Be the first to know and let us send you an email when Clark Street Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Share on Facebook Share on Twitter Share on LinkedIn
Share on Pinterest Share on Reddit Share via Email
Share on WhatsApp Share on Instagram Share on Telegram

Our Story

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