July 2012

30 Jul

News and Events

Parkshore News Parkshore Wealth Management Featured in Advisor Solutions Parkshore Wealth Management was recently profiled in TD Ameritrade Institutional's Advisor Solutions magazine. The article, "New Service Packages a Draw for Next Generation," highlighted our new monthly-fee financial planning packages, which are designed for younger investors...

24 Jul

Services

Services Our goal is to look at all the different wealth management issues you face, so that we can construct a complete financial blueprint for your life. By providing a wide variety of services under one roof, we help you simplify your finances and create...

24 Jul

How We Charge

How We Charge The great economist Adam Smith said, "It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to their own interest." It is vital to your long-term success that your...

Our Process for Comprehensive Wealth Management
24 Jul

Our Process

Our Process for Comprehensive Wealth Management We take the following steps as your fiduciary to design your financial plan and investment strategy. Blueprint for Success Step 1: Get to know each other. We meet, get to know you, and allow you to decide if...

24 Jul

Our Clients

Prepare for Retirement with Confidence We work with clients from a variety of backgrounds, but the key quality they share is a commitment to making smart financial choices for themselves and their family. Many of our clients come to us with the following goals: ...

24 Jul

Fee-Only Advisors

Fee-Only Advisors That Put Your Financial Goals First At Parkshore, we've designed a business that stands out from other advisory firms. We are proud to distinguish ourselves by being: Fee-only advisors: If you're like most people, your money is a tool that helps you...

Harold C. Anderson
24 Jul

Financial Advisory Team

Meet Our Financial Advisory Team Harold C. Anderson, CFP®, the President of Parkshore Wealth Management, has been an advisor and fiduciary to individuals and business owners since 1978. He is a CERTIFIED FINANCIAL PLANNER™ professional and a founding member of the Financial Planning Association of...