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Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
A Firm That Always Has YOUR Best Interests In Mind
A wealth planning and investment management firm, we pride ourselves most with the true family environment that exists at Park Wealth Management.
Our only objective is to treat the wealth management needs of our clients in just the way we do with our own families – utilizing the highest level of investment and planning sophistication along with a caring concern for those we serve.Schedule an Appointment
How Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
An increasing number have been developed to help individuals with their personal finances.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn a little about worldwide currency in this fun infographic
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
An inside look at how marginal income tax brackets work.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.