Investment Planning

Investments are merely tools which help us accomplish our objectives.

In retirement, the goal is to not run 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 determine if the investments selected will facilitate required cash flow during a client’s life.

As an independent firm, Park Place Financial creates customized investment portfolios for clients, using an array of investments, such as:

  •  Exchange Traded Funds (ETFs)
  •  Mutual Funds
  •  Stocks and Bonds
  •  Third-Party Money Managers

Diversification is essential. There are three types of diversification, all of which are important:


Proper allocation to stocks, bonds, alternatives, cash


The style of investing


The tax attributes of the investment



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. 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.