I am Bonnie Clark, a licensed life insurance agent (CA Lic# 0G74275) and specialist in financial planning in Temecula, CA. I have been listening to, caring about, and helping my clients make the best possible decisions for their financial futures since 1989. As owner of Kratos Financial & Insurance Solutions, a progressive financial services company founded in Southern California, my national team and I take a holistic approach to our clients’ wealth. We help our clients build and maximize their wealth both now and for the future by empowering them with a financial education the banks, the IRS, and most financial advisors won’t give them. We reveal the secrets of the rich so every family and small business that works with us can make more fully educated decisions about their finances and eventual retirement they are comfortable with.
Life insurance that pays you while you are still alive and need it the most.Read More
Kratos will help you build a tax free income source, free from market loss.Read More
Ever feel like a financial planner was pushing you to a product that was a benefit to them- at your expense? I am here to help you reach YOUR financial goals.
You deserve more than to be just treated like another transaction. I absolutely love the process of working with my clients, and being a part of your future!
You are unique, and so are your financial goals. Rather than “paint by numbers” with your financial plan, I take a creative approach to go outside the box.