Andrea Clark, CFP®, AFC® The Table Financial Planning

About Andrea Clark, CFP®, AFC®

Hi, I’m Andie, and I have a problem – NUMBERS! I love them. I graduated with my engineering degree in 19–, well, a while ago, but entered the workforce at a time when virtual careers and telecommuting were not options. As a vagabond military spouse, I spent years bouncing around the Air Force teaching entry-level math classes at community colleges and finding students paid best attention when you could relate math problems to their real lives – car loans, home buying, the break-even for their catering business, the true cost of student loans – you get the idea.

I established The Table to bring comprehensive financial planning, counseling, and education to the military community. More than two decades as a military spouse and ten years as a DoD military financial counselor make me uniquely qualified to serve my clients who are active duty, guard, and reserve service members, veterans, and surviving spouses from all over the country. My goal is to help you use the discipline you learned and the pays and benefits you earned in your military career to create your best financial future. I focus on maximizing pensions, TSP accounts, VA educational benefits, healthcare coverage, and military tax advantages.

I also offer services for small business owners wanting a low-cost, high-quality employer-sponsored retirement plan. In my years as a military financial counselor, I helped countless service members get started saving for retirement using their unique “401(k)” plan, the Thrift Savings Plan. While I gave briefings too numerous to mention on the benefits of using an employer’s retirement plan, it was the fireside chats with my small business owner dad that called me to action. At the age of 74, the owner of the Anfinson Farm Store established a 401k, and all seven employees made their first contributions. Research shows that an employer-sponsored retirement plan is the number one tool for retirement readiness. After a regular paycheck and a healthcare plan, there is no better way to take care of employees who have become like family. I challenge every employer to make “paying yourself first” a little easier and a lot more understandable for themselves and their employees.

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Recently Published

Still want to save for retirement in 2022? You can!

January 13, 2023

Use an IRA to fund your nest egg for last year's tax and accounting purposes.

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Get Retirement Ready

September 23, 2020

Unsure if you are on track for retirement? Looking for unbiased advice? You are in the right place. I do not sell anyone’s products — I work only for you, my client. I can help you with everything from a 401(k) rollover to a complete retirement income analysis. Click HERE to get on my calendar … Continue reading Get Retirement Ready

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Maximize Your Post 9/11 GI Bill Benefits

August 17, 2020

[My blog post on the MFAA website this week] The Post-9/11 GI Bill offers potentially the most valuable and flexible VA educational benefits to date. Eligibility extends across all service statuses – Active Duty, Guard, and Reserve.  Servicemembers who have already earned a college degree as part of their military service still qualify for use … Continue reading Maximize Your Post 9/11 GI Bill Benefits

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Coronavirus Relief
  • Gen X
  • Military & Veterans
  • Pro Bono
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $150+/month
  • Hourly Fee: $200+/hr
  • AUM: 0.50%

SEC Records:

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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