Services

Financial Services and Investments

CSA Financial Advisors, Ltd., a Registered Investment Advisor, provides comprehensive financial services to all of our clients. Headed by Michael W. Clark, CPA, we provide a disciplined, long-term investment strategy, for managing risk and capturing market returns. We offer fee-only investment management. By charging an annual fee for our services, based on total portfolio value (rather than a commission to buy and sell assets) our interests are aligned with yours to increase your portfolio's value.

Providing financial services gives our clients the added security in knowing that all their planning needs are being met in a coordinated manner. Who better to do this than your most trusted advisor, us!

If you would like more information on how we can implement a financial planning strategy for you, please call Mike Clark at 483-6655 or email mclark@CSA-CPA.com.