• Jonathon Allen, CFP®

Take the February Financial Fitness Challenge!

We are now firmly in to 2020 and if your financial planning took a back seat to the rest of your new year's resolutions, now is the time to commit to the Parks Wealth Management Financial Fitness Challenge!


We are here to guide you in organizing your investments, cash flow and savings so that you may pursue your short- and long- term financial goals.


Below we have listed tasks that you can focus on each month. And if you do not have some of these pieces, not to worry...we are here to help.


February: KNOW WHERE YOU STAND

Gather your tax info, update and review your net worth statement and spending plans.


March: HELP MAKE YOUR DREAMS COME TRUE

Have us create or work with you on your existing Wealth Management Solution site so you can see all of your finances on one page, review investments and plans for major expenditures and start striving towards your financial goals.


April: TAX PLANNING TO SAVE YOU MONEY

File tax returns and begin current year tax planning.


May: PROTECT YOUR ASSETS

Review insurance policies and other risk management tools that may be appropriate for your specific situation.


June: DISCOVER YOUR HIDDEN PAYCHECK

Review employment benefits and maximize their potential.


July: PLAN A LASTING LEGACY

It is never too early to talk to your children about the essentials of money and wealth. Don't know where to start? We offer family meetings to help guide these discussions in a way that is comfortable and appropriate for your family.


August: PROTECT FAMILY ASSETS

Talk to parents and other family members about their estate and family plans. Now is the time to flag and address potential problems with estate planning documents.


September: REVIEW SPENDING PLANS

Plan for year-end gifting and spending.


October: PROTECT YOURSELF AND YOUR LOVED ONES

Review and make necessary updates to your estate planning documents.


November: MORE TAX PLANNING!

Review and finalize your tax plan now for 2021.


December: REVIEW THE YEAR AND PLAN AHEAD

Schedule a family meeting to review values, beliefs and financial knowledge. Finalize charitable gift plans and enjoy the holidays with peace of mind!


Give us a call and we can help get you on the path to financial fitness in 2020! 

Legal 

No strategy assures success or protects against loss. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

 

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2019 Five Star Wealth Managers.

 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, SC, VA, WV.

Contact

  • Facebook
  • Twitter
  • LinkedIn Social Icon
  • LinkedIn Social Icon

Parks Wealth Management

 

Office: (201) 689-2020

Fax:(201) 689-6850

 

148 Prospect Street
Second Floor 
Ridgewood, NJ 07450

info@parkswm.com

Check the background of this firm on FINRA's BrokerCheck.

PWM-wo-Tag-Final.jpg