Comprehensive Financial Planning
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.
The Financial Consultants at Park Capital Management hold themselves to the highest standard in financial planning and follow the seven step financial planning process approved by the CERTIFIED FINANCIAL PLANNER™ Code of Ethics and Standards of Conduct.
These seven steps allow the Financial Consultant to understand and gather the information needed to effectively establish goals, analyze your current financial picture, develop a financial plan recommendation, present & implement the chosen plan, and continuously monitor your financial plan now, and down the road.
Considerations to Include: Cash Flow/Budget, Risk Tolerance, Current Investments, Tax Situation and Goals.
Investment Management Services
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.
As a firm, Park Capital Management is able to manage investments not just for Individuals, but also multi-generational Relationships, Corporations, and Not-for-Profit Organizations.
Our Investment Management team utilizes a broad variety of investment options for our clients, including Stocks, Mutual Funds, Bonds, Real Estate, Private Equity, Venture Capital, and other Investment Vehicles.
Park Capital Management’s Investment Committee meets on a regular basis to review market and economic conditions in order to manage portfolio fluctuation, while actively monitoring tax consequences of any potential transactions.
The CFP® Certified Financial Planners at Park Capital Management place a significant emphasis on Tax Planning as part of the financing planning process. Tax planning can be just as important to your portfolio as the performance and allocation of your investments!
Tax planning is more than just reviewing your completed taxes and preparing for tax season. Each investment decision that is made can have a hidden tax liability, and the best way to address these liabilities is by reviewing your options with a financial advisor prior to investing.
Tax efficiency is at the forefront of the investment decisions made by your Financial Planner. The Park Capital Management Investment Committee works diligently to research and add new tax efficient securities and/or methods, including Municipal Bonds, Separately Managed Municipal Bond Portfolios, Private Equity, and Opportunity Zone funds.
Through effective Tax Planning, all elements of the financial plan work together in the most tax-efficient manner possible.
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.
Whether you’re beginning the Estate Planning process or you have already established a Trust, our experienced team is prepared to help you navigate through any questions you may have and actions that may need to be taken.
At Park Capital Management, our CFP® Certified Financial Planners will work with you, and your attorney, to verify that each of your accounts is passed through to your chosen beneficiaries with no detail uncovered.
The comprehensive Estate Planning process assures you that when the unexpected happens, your wishes become the reality that you would like to see. While difficult, the Estate Planning discussion can be one of the most important discussions you have.