Financial Planning
with Park Financial Advisors
Will you have enough to retire? To help your children get a great education? To buy that vacation home? Park Financial Advisors wants to help you answer these questions with a workable financial plan and a way to begin now with regular investments.
Why Say Yes to Financial Planning
Financial planning pulls together all your finances and your short-term and long-term goals, and organizes them to help make management easy and effective.
Our Proactive 5-Step Process
- Get to know you – your priorities, your values, your current situation and your goals.
- Answer your questions.
- Put a plan together. We call it a road map, a document that we refer to during all of our conversations.
- Discuss. We make sure you understand how to use your plan.
- Updates and adjustments. Needs, desires, circumstances and markets change. We meet with you on a regular basis to help you adapt.