Park Place Financial is an independent financial firm that strives to help clients make better financial decisions.

We want to help clients reduce taxes and to not run out of money.

Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional. 


We pride ourselves in exhibiting our core values, which include:

  •  Serving as fiduciaries to our clients
  •  Doing what we say we’re going to do
  •  Always providing first class service to our clients
  •  Striving to exceed our clients’ expectations
  •  Acting in an honest, respectful and professional manner
  •  Keeping communication open at all times
  •  Establishing and maintaining long-term client relationships
  •  Communicating in a complete and comprehensible manner