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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."
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Rightsizing for Retirement
What does your home really cost?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Being healthy not only makes you feel good, it may also help you financially.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?
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.
How do the markets usually react to elections? Was the 2016 election any different?