PARK CAPITAL MANAGEMENT - WHAT WE DO

WEALTH MANAGEMENT

  • Portfolio management
  • Financial planning
  • Estate planning
  • Retirement planning
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EMPLOYER-SPONSORED RETIREMENT PLANS

  • 401(k) and Profit Sharing Plans
  • 403(b) ERISA Plans
  • Retirement Plan Design
  • Investment Selection & Monitoring
  • Fiduciary Services
  • Employee Education
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INSURANCE

  • Personal life insurance
  • Key person protection
  • Buy/sell funding
  • Long-term care insurance
  • Disability income insurance
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