We are primarily a fee-based retirement planning firm. Our fees depend on your needs and the complexity of your unique financial situation. Our fees are listed as a transparent line item on every statement. Although we are primarily fee-based, we may offer commission products depending on the situation.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not PPF.
One transparent fee includes the management of all your investment accounts, ongoing retirement, and tax planning. The goal of our Bellaire-based investment company is to lower your taxes, reduce risk, and make sure you can retire without worry and don’t run out of money.
Scheduling your first phone call with us and participating in a Complimentary Financial Checkup where we will perform a preliminary review of your financial situation and describe our wealth management process in more detail will help you make an informed decision about working with our financial advising firm.
Yes. Most of our clients want ongoing help with their finances. Some folks want a financial plan but desire to implement the plan themselves. In this situation, our Financial Advisors in Bellaire, Texas strive to devise a solution that is fair to Park Place Financial and fair to the client.
We are a small, independent firm. We are fiduciaries to our clients. Each client is very special to us. We strive to provide 5 star service and provide all of the options available through larger investment planning firms with none of the bureaucracy. Our financial recommendations are based upon what’s in the best interest of the client without regard to sales quotas.
First, let us explain why you shouldn’t hire our asset management company.
If you’re looking for a Financial Advisor in Bellaire who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we focus on what you can control. Predicting if the stock market will go up or down or guessing what interest rates will do next are not things we can control.
But if you’re interested in lowering your tax bill, devising an appropriate risk-adjusted investment plan, and implementing a retirement cash flow that you will not outlive, you’re in the right place.
All contract guarantees and payout rates are subject to the claims-paying ability and financial strength of the issuing insurance company.
STEP #1: SCHEDULE A 15-MINUTE PHONE CALL
NOT QUITE READY TO SCHEDULE A FINANCIAL ADVISOR APPOINTMENT? THAT’S OK!
You can sign up for our Newsletter
Like Us on Facebook
Check out our Blog
You can also call our direct line at 713-667-4884 and ask to speak with a Financial Advisor today
Securities and investment advisory services offered through Sagepoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, LA, NY, OH, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.