Financial Planning Services

Every person has unique goals for managing their wealth, making it necessary for personalized guidance with investments, retirement, tax planning, and similar financial decisions. Our experienced financial professionals recognize that wealth management strategies are not one-size-fits-all, and we will deliver customized strategies that best meet clients’ needs and desires.

For retirement planning, we take a holistic approach to help you have the financial freedom you desire after leaving the workforce. This includes analyzing tax-deductible contributions and tax-deferred earnings. Our team works diligently to be a good steward of your investment portfolio, helping to manage risks, and acting as a fiduciary on your behalf. We understand you’re not just another face in the crowd, you have real goals to achieve, and we’re here to help.

We can help you evaluate your income tax returns from previous years to analyze where the bulk of your tax burden resides. Don’t pay more taxes than you’re legally obligated to. We want you to enjoy your earnings which is why we’ll help craft a strategy around your 401k account, IRA, FSA, HSA, stocks, dividends, or capital gains.

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

We want your money to work for you. At Park Place Financial, we provide access to a broad selection of help and resources for investment planning which includes stocks, bonds, mutual funds, ETF’s, and more. In our analysis, we can decide together whether the best approach for you is conservative “value investing” or a high-risk/high-return strategy like growth or small-cap investing. Our approach is collaborative to ensure your confidence in the investment strategy utilized.

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.

Our in-house estate planning team can guide you through the different elements of this journey, such as assisting in:

• Living and testamentary wills
• Trusts
• Advance medical directives and powers of attorney

We can help ensure your beneficiaries get the most from your assets by keeping your estate up to date. Don’t leave your legacy in anybody’s hands, receive our straightforward guidance and advice to help plan your estate assuredly.

As we age, healthcare planning is going to become a crucial step in maintaining your financial stability. Plan for unexpected medical emergencies and potential long-term facilities with our assistance. We can decide the best approach for savings by weighing out health savings accounts (HSA) contributions or flexible spending arrangements (FSA). With the help of our team, we will help you identify the most cost-effective way to pay for your long-term health.

Whether you’re setting up an IRA for family members or you’ve recently inherited one of your own, the first step is to understand the specific rules associated with the account. Gaining further insight can help you make sound decisions about your legacy after death or your financial future as a beneficiary.

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.

Ready to start your financial planning? Schedule a complimentary consultation with one of our financial planners at no cost to you. Discover the right financial tools to invest in your future. Proudly serving the Houston-Sugar Land metropolitan region!