Why 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 are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to help you pursue those goals. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process can help to create a financially sound plan. It is crucial to create a financial plan that seeks addresses your needs today, but also plans for the future, in a tax efficient manner.

Our Services


Retirement Planning

Moving from the accumulation phase of financial life (working) to the decumulation phase (retirement) can be very challenging. During the accumulation phase the focus is generating wealth while the decumulation phase requires converting wealth into cash. Park Place Financial uses a well-constructed...


Tax Planning

Planning to reduce income taxes in retirement is what distinguishes Park Place Financial from its competitors. For many people, the amount of income taxes they pay is largely optional from the time they retire until they reach age 70. Income tax planning in retirement requires that the tax rules...


Investment Management

Investments are merely tools which help us accomplish our objectives. In retirement, for most people, the goal is not running out of money. A careful assessment of investment risk is required. Park Place Financial uses analytics to stress test the investment risk in a client’s portfolio and to...

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

Registered Operations Manager

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

Business Development Specialist

Christie Maurer has worked as a business development manager for the past year. Her experience includes liaising with...

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