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A Full-Service Financial Planning
and Wealth Management Firm

Maximize your wealth, reduce your taxes, and leave something great behind for future generations.

A Full-Service Financial Planning
and Wealth Management Firm

Maximize your wealth, reduce your taxes, and leave something great behind for future generations.

WHITEPAPER

The 3 Pillars of Successful Retirement Plans

    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, taxes, generational wealth building, and more.

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    OUR SERVICES

    Every person has unique goals for managing their wealth, making it necessary for personalized guidance with investments, retirement, tax planning, and similar financial decisions. Our experienced financial professionals recognize that wealth management strategies are not one-size-fits-all, and we will deliver customized strategies that best meet clients’ needs and desires.

    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.

    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.

    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.

    One of the major financial commitments you have going forward is your healthcare as you age. It’s very important you plan for expenses like retirement insurance and rising healthcare costs. As you age, this becomes a crucial step toward maintaining financial stability throughout your life.

    Estate planning involves the preparation of tasks to manage an individual’s assets (or estate) in the event of incapacity or death. Estate planning is key to ensuring that your wealth has a positive, lasting impact on your loved ones.

    An inherited Individual Retirement Account (IRA), or beneficiary IRA, is an account opened by a person who is entrusting an IRA or employer-sponsored retirement plan after the original owner passes away.

    An effective wealth planning strategy doesn’t just focus on what you’ll need to live a fulfilling life after retirement, but also how to establish a foundation the next generation can use to grow wealth in the future.

    “We Don’t Want Our Clients To Pay Any More Tax Than They’re Legally Obligated To Pay.”

    Christopher J. Maurer, J.D., CFP

    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.

    To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck. http://brokercheck.finra.org

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