Heritage Wealth Planning


The 3 Pillars of Successful Retirement Plans

    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. Building generational family wealth starts with consulting a knowledgeable professional who can help you find ways to protect your legacy and pass it onward. At Park Place Financial, we can help you navigate the steps necessary to ensure your multigenerational planning goals are met and bring clarity to this complex process.

    Family Wealth Planning with Purpose

    It’s never too early to establish a plan for future generations. Beginning the family wealth planning process now provides more than just peace of mind for you and your loved ones. It helps ensure your affairs are in order when it’s time for your heirs to receive their inheritance. Preserving wealth through generations can present certain challenges, especially as your family grows.

    Our financial planning specialists will work with you to ensure your wishes are met. After discussing your priorities, we assess your financial documents to create a comprehensive, actionable plan moving forward that ensures your wealth is managed properly. The information we gather may include the following:

    • Investment statements

    • Will

    • Trust documents
    • Tax returns

    • Bank statements

    • Insurance documentation

    • Charitable donations

    Legacy planning needs are different for each client we serve. Our financial professionals are well-versed in multigenerational planning and can help you gather the documentation necessary to put a strong plan in place. We can provide clarity and guidance on tax and inheritance laws, financial risk management, and other complexities that arise as we help you build a carefully crafted plan with your individual needs in mind.

    Strengthening Your Legacy

    Our team begins by discussing your goals. We want you to know what it means to leave a legacy for future generations and what your priorities are moving forward. Our mission is to find ways for you to pass wealth to your heirs with as few probates and taxation issues as possible, making the process smooth for everyone involved when the time comes. For many of our clients, multigenerational planning opportunities and considerations include the following:

    Inheritance Investing

    Our team can help you invest in your retirement while providing for the financial security of your children or grandchildren. Through sound investment planning services, we help our clients build diversified strategies that suit their financial needs and their timeline.


    Your retirement plan should meet your short-term and long-term financial goals. We can help you manage and grow your assets to provide you with a solid foundation for retirement, as well as incorporate strategies that allow you to leave benefits behind for your children.

    Charitable Giving

    Does leaving a legacy mean expanding the breadth of your generosity outside your family? Giving back to the community is a top priority for many of our clients. If your portfolio meets your personal needs and leaves room for donations or creating a charitable giving fund, we can help you pave the way forward.

    Annual Gifts and Trusts

    Our diverse planning services can help you account for a wide range of needs and circumstances. This may include establishing trusts for gifting assets to your children and grandchildren, establishing special needs trusts for dependants to receive the care they need, and more.

    Estate Planning

    Ensure your estate is in good hands by putting a plan in place that leaves a lasting, secure legacy for your friends and family members. From creating a will to developing health care proxies, our estate planning services help you prepare for the future.

    Being able to share your wealth with others can be one of the greatest of life’s rewards. Let our wealth planning professionals help you protect your assets now and ensure your financial legacy is properly transferred to the recipients you care most about.

    Consult a Heritage Wealth Planner

    At Park Place Financial, we understand that everyone’s financial situation is unique, and finding strategies tailored to individual needs is important. Our team of financial specialists can help you create a personalized, comprehensive plan that protects your assets today and provides for your loved ones tomorrow.

    For more information about heritage wealth planning, reach out to Park Place Financial in Bellaire, Texas.

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