Why Park Place Financial

Certified Financial Planners in Texas

At Park Place Financial, we provide 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, and taxes. Begin your roadmap to financial success with Park Place Financial.

 

"We don't want our clients to pay any more tax than they're legally obligated to pay."

Christopher J. Maurer, J.D., CFP®

01. About Us

We take our commitments to clients seriously. Our team of certified financial planners (CFPs) will work diligently to help provide you with the financial flexibility you deserve. 

02. 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. Let us help you identify your goals and we can create a customized financial plan together.

03. Our Process

Our goal is to be a source of hope and confidence in our client’s lives. We 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


Retirement Planning

Prepare for your retirement years with Park Place Financial services. We want to take a look at your finances from all angles. Our mission is to help you maintain your existing lifestyle while obtaining new income streams. Discover more. 


Investment Management

We want to help you with your wealth accumulation for the future and today. Our team utilizes careful risk assessment for all investment options. Learn how we can tailor an investment portfolio to meet your unique goals. 


Tax Planning

Planning to reduce income taxes in retirement is what distinguishes Park Place Financial from its competitors. Talk to us to discover how we can provide a complete picture of your taxes and its impact on your financial wealth. 

Although the information has been gathered from sources believed to be reliable, it cannot be guaranteed. Federal tax laws are complex and subject to change. This information is not intended to be a substitute for specific individualized tax or legal advice. Neither Sagepoint Financial, Inc., nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice. Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. No investment strategy can guarantee a profit or protect against loss. 

Our Team

Paraplanner

Allison earned her B.A. from the University of St. Thomas with concentrations in Finance, Management, and Marketing. She...

Amber ElDorrado | Registered Operations Manager | Park Place Financial
Registered Operations Manager

Amber holds the Series 7 and 66 securities licenses. As a registered assistant, she is authorized to make unsolicited...

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