We Don’t Want Our Clients to Pay Any More Tax Than They’re Legally Obligated to Pay

We take a holistic approach to wealth management for our clients. Our strategies are centered around analytics to make data-driven decisions confidently. We deliver customized strategies to best meet our client’s needs, no matter their circumstances. Grow and protect your wealth for the long haul with help from our certified financial experts.

Our retirement planning experts take a comprehensive approach to help you prepare for your retirement years. Our advisors can help curate a retirement plan best suited for you, we understand that everyone’s needs are different. We turn your retirement vision into a practical plan that gets you ready for the future. Take advantage of our ongoing guidance and advice with our step-by-step retirement planning services.

Group Retirement Planning helps businesses provide valuable benefits to their employees. We alleviate the heavy lifting needed by Human Resources teams and design packages that will help employees scale their portfolios to secure a comfortable future for themselves and those around them.

At our investment management firm, we provide a wide range of services to help our clients reach their financial goals. We work with clients to create a diversified portfolio considering their risk tolerance and investment objectives. Our financial advisors provide ongoing monitoring and management of the portfolio, making rebalancing recommendations as needed to help keep the portfolio on track. We can help our clients minimize losses and maximize potential gains by carefully managing risks.

If you’re looking for ways to reduce your tax bill, tax reduction planning services can be a valuable resource. Our tax reduction specialists can help you identify tax breaks and deductions for which you may be legally eligible. They can also help you plan your tax strategy to minimize your tax liability. By working with our experts at Park Place Financial, you can get the most out of your tax return and keep more of your hard-earned money in your pocket.

Healthcare costs can be a significant expense in retirement, and they are often unpredictable. However, healthcare planning can help to hedge against these costs by identifying potential expenses and developing a plan to pay for them. To create a personalized solution, we consider factors like your age, health, and lifestyle. We’ll also work with you to review your plan regularly and make changes as required.

Estate Planning is key to ensuring that your wealth and assets have a positive, lasting impact on loved ones. It ensures they are taken care of in case you cannot, we make sure all aspects related to managing estates are covered so everything is laid out clearly and legally.

If you’ve inherited an IRA from a loved one, you may be wondering what your next steps should be. Our team of compassionate financial experts can help guide you through the process and ensure that everything is handled accordingly. We can help answer any questions you may have about inherited IRAs, and we’ll work with you to set up a plan that meets your unique needs. With our inherited IRA services, you can rest assured that your loved one’s legacy is in good hands.

Roth conversion services are a great way to save for retirement. With a roth conversion, you can convert your traditional IRA or 401(k) into a roth IRA. This can be a great way to save on taxes, as Roth IRA withdrawals can be tax-free. Additionally, Roth conversion services can help you keep more of your money in your Roth IRA after you retire.

Our heritage wealth planning services help families manage and preserve their wealth. By working with our wealth planning firm, families can ensure that their money will be preserved for generations to come.

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 Kestra Investment Services, LLC, 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. 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.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck. http://brokercheck.finra.org