Consulting
Consulting
Park Place Financial is a financial firm whose objective is to help clients maximize their financial potential and goals, while reducing unnecessary risk.
CORE PURPOSE:
Helping clients implement and monitor strategies designed to maximize and preserve wealth
CORE VALUES:
Creating and protecting the highest reputation based upon reality
Providing first class service to clients at all times
Providing value and quality to meet or exceed clients’ expectations
Acting in an honest, respectful, responsible, and professional manner
Communicating with clients in an ongoing pro-active manner
Establishing and maintaining long-term client relationships
While developing a customized financial program, I will walk you through a step-by-step process designed to help make you feel confident in your decisions.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following:
Tax reduction strategies
Protection
Investment management
Retirement strategies
Estate conservation
Please call us if you have any questions about our firm or the services we provide. We are an independent firm and have a fiduciary relationship with our clients.
