OUR APPROACH

 

OUR COMMITMENT

To help deliver excellence in growing and preserving the wealth accumulated by family business owners and entrepreneurs across multiple generations. 

 

OUR MISSION

We create CLARITY for our clients to help them build wealth and make the best use of their financial resources.

We provide strategic PERSPECTIVE through our multi-disciplinary approach.

We put individual and family harmony first to offer client centric CHOICES to help grow, preserve and transfer wealth.  

OUR VISION

We inspire clients to achieve their financial goals by delivering the best personalized and specialized services to help create and preserve wealth across generations. 

 
 

OUR CORE VALUES

Honesty

Transparency

Family

Integrity

Collaboration

Community

Excellence

Education

ADVOCACY

We stand firmly behind our commitment to preserving and protecting family businesses and are proud to be leading an effort to change the way family businesses are currently taxed in our country.

Read more about our efforts here.

 

DISCOVER

We guide you through the many factors that influence your decisions.
 

1. What has worked well for you in the past and what has not?

2. What are the current and long-term goals of your business and your family?

3. What keeps you up a night? What do you worry about?

4. Are the “what ifs” in your life looked after?

 

We learn about your current and projected risk tolerance.
 

We listen to your investing experience and your financial timelines.

 

OUR PLANNING

PRACTICE

At Park Place Financial, our planning process is designed to build and support strong relationships backed with customized advice to help meet your wealth goals and objectives. 

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DISCOVER

We guide you through the many factors that influence your decisions.
 

1. What has worked well for you in the past and what has not?

      2. What are the current and long-term goals of your business and your family?

               3. What keeps you up a night? What do you worry about?

                    4. Are the “what ifs” in your life looked after?

 

                              We learn about your current and projected risk tolerance.
 

                                  We listen to your investing experience and your financial                                      timelines.

 

ANALYZE

We look at your current financial situation with our team of professionals and assess it with your goals and objectives. We analyze things such as:
 

  1. Corporate structure 

  2. How you pay yourself 

  3. Savings strategies 

  4. Current will(s)

  5. Asset allocation manager selection 

  6. Governance strategies 

  7. Estate planning opportunities and roadblocks

  8. Charitable giving strategies 

 

We find ways to optimize your plan and help you reach your goals more efficiently.

 

COLLABORATE

We collaborate with teams of professionals to ensure the action plan designed is customized to meet your on-going needs.
 

Our collaboration with Certified Public Accountant (CPAs) and legal professionals allows us to provide you with the best options to help you meet your objectives in a tax efficient way.

DESIGN

We design a plan of action based on goals and timelines. We consider risk and work with you and your professional team to ensure you are comfortable with our recommendations.
 

Our design is developed with your goals  and objectives at the forefront of your plan.

IMPLEMENT

Our implementation is the result of your decisions. Our role is to implement a plan you feel comfortable with and hold you accountable to your plan.

REVIEW

We continuously monitor your plan and stay in regular communication with you. We measure and monitor the results and make necessary adjustments to help you achieve your desired outcome.