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You Need A Road Map To Stay On Your Path

Ready to start your growth journey?

Our Services

One on One

Consulting Sessions

We are offering Social Security Maximization Consultations at no cost to you.

Income Growth


Over 12 years of income planning experience using top-notch income building products allow our clients to retire on a timeline. With freedom, a plan is paramount for anyone to reach their goals towards retirement.


School Teacher Services

We are educated with the FRS system and are able to set up your retirement from start to finish!

What Our Clients Say

Bill & Joyce H

Retired Early

Cheryl Clark has been a valuable resource for my husband Bill and I concerning our retirement investments. She is very knowledgeable and when I needed to retire early due to health issues, the investments were in place to allow me to do so. She has helped us every step of the way. She also has helped us with a Home Care solution that we needed.

 Thank you Cheryl!

Roseanne Jones

11years and she still helps me

That fear went by the wayside after meeting with Cheryl and discussing what she could do for us to protect our money.  I found her very knowledgeable and educated on all aspects of finance and insurance.  She assured me that what questions I would have that she could not answer, she would definitely find an expert to consult with and try to resolve whatever fears I had.

I have put all my finances into the hands of Cheryl and have trusted her keen management of my money over 10 years. Cheryl is a woman of faith, a trustworthy advocate and a very intelligent adviser. I have been blessed to have met up with Cheryl and intend to stay under her supervision for years.

Ruby Sulser

Retired On-time

I would like to recommend Cheryl Clark as a splendid Financial Manager. My husband and I first met Cheryl for about 10 years or more ago. We started small and watched the investment grow as she had said it would and since then have trusted her with all of our financial needs. She also became a very dear friend which I needed greatly when my husband was sick and after he passed away. Cheryl helped me work through my personal loss of my soul mate as well as help guide me in my financial planning needs. 

Cheryl is honest, knowledgeable, trustworthy and listens to her clients and their needs and wants. She has always had time for me at anytime a need has arisen in my life. Cheryl is always the one I turn to with any question regarding my present or future  financial needs. 

“Success is not final; failure is not fatal:

It is the courage to continue that counts.”

Winston Churchill

Ready to start your growth journey?


3180 SE 142nd LANE, SUMMERFIELD, FL. 34491


Tel: 352-617-9061