FAQs

Why should I consider hiring Park Place Financial?

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.

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.

Yes! While many of our clients are in Houston, our financial advisors work with folks all over the United States.

We meet with clients and potential clients through video conferencing software.

Each virtual meeting is protected by a unique password, and our Financial Advisors in Bellaire, Texas adhere to strict security guidelines to protect your privacy.