Park Place Financial

At Park Place Financial, we are committed to providing our clients with professional guidance for the long-term. We believe that dreams are powered by financial plans. Our certified financial experts want to help you prepare for your retirement, investments, taxes, generational wealth building, and more. Our team takes a holistic approach to wealth management, centered around analytics to make data-driven decisions confidently.

Our Philosophy

At Park Place Financial, our team brings a wealth of experience and will act in your best interest. We adhere to our fiduciary duty and it is our protocol for all services provided. By partnering with us, you will always receive 100% transparency. We take our commitments to clients seriously and employ financial strategies backed by both hard-data and academically validated principles. We want to help address your needs today but also create a financially sound plan for your future.

Our Services

We offer a range of services to help our clients reach their financial goals. Our certified financial planners (CFPs) work diligently to help provide our clients with the financial flexibility they deserve.

Wealth Management

Our wealth management services take a holistic approach to managing your wealth. We work with clients to create a diversified portfolio considering their risk tolerance and investment objectives. Our financial advisors provide ongoing monitoring and management of the portfolio, making rebalancing recommendations as needed to help keep the portfolio on track.

Retirement Planning

Our retirement planning experts take a comprehensive approach to help you prepare for your retirement years. Our advisors can help curate a retirement plan best suited for you, we understand that everyone's needs are different. We turn your retirement vision into a practical plan that gets you ready for the future.

Group Retirement Planning

Group Retirement Planning helps businesses provide valuable benefits to their employees. We alleviate the heavy lifting needed by Human Resources teams and design packages that will help employees scale their portfolios to secure a comfortable future for themselves and those around them.

Investment Management

At our investment management firm, we provide a wide range of services to help our clients reach their financial goals. We work with clients to create a diversified portfolio considering their risk tolerance and investment objectives. Our financial advisors provide ongoing monitoring and management of the portfolio, making rebalancing recommendations as needed to help keep the portfolio on track.

Tax Reduction Planning

If you're looking for ways to reduce your tax bill, tax reduction planning services can be a valuable resource. Our tax reduction specialists can help you identify tax breaks and deductions for which you may be legally eligible. They can also help you plan your tax strategy to minimize your tax liability.

Healthcare Planning

Healthcare costs can be a significant expense in retirement, and they are often unpredictable. However, healthcare planning can help to hedge against these costs by identifying potential expenses and developing a plan to pay for them. To create a personalized solution, we consider factors like your age, health, and lifestyle.

Estate Planning

Estate Planning is key to ensuring that your wealth and assets have a positive, lasting impact on loved ones. It ensures they are taken care of in case you cannot, we make sure all aspects related to managing estates are covered so everything is laid out clearly and legally.

Inherited IRA

If you've inherited an IRA from a loved one, you may be wondering what your next steps should be. Our team of compassionate financial experts can help guide you through the process and ensure that everything is handled accordingly.

Roth Conversions

Roth conversion services are a great way to save for retirement. With a Roth conversion, you can convert your traditional IRA or 401(k) into a Roth IRA. This can be a great way to save on taxes, as Roth IRA withdrawals can be tax-free.

Heritage Wealth Planning

Our heritage wealth planning services help families manage and preserve their wealth. By working with our wealth planning firm, families can ensure that their money will be preserved for generations to come.

Meet Our Team Members

Our team is comprised of experienced financial professionals dedicated to helping our clients achieve their financial goals. Our team members are committed to providing exceptional service and expertise.