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Joseph Clagg, CRPS®†Financial Planning Consultant

Joe Clagg is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Mike provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Joe is a registered representative with ProEquities, Inc. He is a licensed health and life insurance agent.

Credentials

Series 6, 63 and 65 securities licenses
Chartered Retirement Plans SpecialistSM (CRPS®)

Education

B.S. in criminal justice, Indiana University-Purdue, Indianapolis, Ind.

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