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One Simple Call. The Retirement You Deserve 

It's never too late to take the first step or get a second opinion.

Find Your Advisor

Clark Shofner and his team work with clients throughout the Golden Triangle, Mid-County and the surrounding areas of Southeast Texas and Southwest Louisiana.

OUR LOCATION
1485 South Highway 69 in Nederland
behind The Schooner

Meet Clark Shofner

Clark has served hundreds of hard working people just like you as an Investment Adviser Representative and Insurance Professional since 2000.

"Before becoming an advisor, I experienced firsthand both my grandfather and father in need of a trusted financial professional they could count on to provide them with accurate guidance and advice they needed. I realized there was no one focusing on providing a better retirement for hardworking people like my dad and granddad. They deserved better and you do too."

Clark and his team are committed to just that. To provide a retirement where your net worth does not equal your value to your advisor. 

Clark, his wife and four kids live in Jasper where he first began working with retirees fourteen years ago.  Just like you, Clark’s top priority is his family.  They spend their time together hunting, fishing and playing ball.


Meet Gidget Bergeron

Gidget Bergeron’s friendly face will be the first one you see when you visit our Mid-County office.  She works with our clients every day to schedule visits with Clark and in all steps leading up to their retirement.  Her primary job is to provide a remarkable experience to the people we serve.  And will be the one you speak with each time you give us a call.  Her perspective on our clients’ retirement situation is valuable after her 20 years of experience working with health insurance and Medicare supplements.

Gidget and her husband David live in Bridge City with her son Hunter.  Their life is focused on family and they enjoy water sports together.


Our Guide

"Your Retirement Income Planning Checklist"
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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