P3 can provide you with valuable information to help you make important financial decisions.

Financial Services

Whether it’s planning for retirement, buying a home, financing a college education, or investing for your family’s future; P3 has you covered.

Planning

Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.

The planning process consists of six steps that help you take a “big picture” look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals.

The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

Reginald D. Clark, CFP® is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. Investment Advisory services offered through O.N. Investment Management Company.

Contact Info – Memphis

882 Willow Tree Cir Suite #101 Cordova, TN 38018 Phone: (901) 209 - 4015 Fax: (901) 209 - 4009

Contact Info – Knoxville

Phone: (865) 325-2631

How Can we Help You? Please give us a call at (901) 209-4015