Wealth Management Comprehensive Financial Planning 01 Comprehensive Financial Planning is the ongoing process of evaluating your current financial situation, keeping in mind your desired long-term goals, thus leading to wise investment decisions to achieve those goals. Wealth Management Investment Management Services 02 The Park Capital Management Investment Management team strives to manage each of their client’s assets to meet their personal goals and risk concerns by designing each portfolio to meet the needs of each client individually. Wealth Management Tax Planning 03 Tax planning can be just as important to your portfolio as the performance and allocation of your investments! Wealth Management Estate Planning 04 A good financial plan, will address Estate Planning needs. In creating, or reviewing, an Estate Plan, you’ll need to dive deep into the details of your financial situation, and your Financial Planner is an expert resource for you. Business Consulting Defined Contribution Plans 05 The Business Consulting Team at Park Capital Management prides themselves in providing the highest quality of fiduciary investment advice to every business. Business Consulting Employee Benefits 06 Park Capital Management has specialized knowledge in many types of business-specific Life Insurance policies and their unique characteristics, which can be used to fund a wide variety of business succession plans.