Parkshore Wealth Management
About How It Works Blog Contact Client Login Get Started
Retirement Planning Commercial Construction Industry Kaiser Medical Professionals
AboutHow It Works Specialties Retirement Planning Commercial Construction Industry Kaiser Medical Professionals BlogContactClient LoginGet Started
Parkshore Wealth Management
Green_Light.jpg
Should I Take a Lump Sum or Monthly Payout for My Pension?
Should I Take a Lump Sum or Monthly Payout for My Pension?

The answer depends on what percentage of the monthly payout divided by the lump sum and how long your breakeven is.

Read More
VideoParkshore Wealth ManagementJanuary 10, 2019Pension, personal finance, retirement, Retirement Planning
Putting a Price Tag on Your Health
Putting a Price Tag on Your Health

Being healthy not only makes you feel good, but may also help you financially.

Read More
Financial Planning BlogParkshore Wealth ManagementJanuary 3, 2019financial planning, Health
Keep Your Umbrella Handy
Keep Your Umbrella Handy

Have a home-based business? Have a teen driver? Consider umbrella insurance.

Read More
Financial Planning BlogParkshore Wealth ManagementJanuary 3, 2019finances, insurance, liability insurance
Newer

NEWSLETTER SIGN-UP

YOU CAN SUBSCRIBE HERE TO GET THE LATEST NEWS.

Thank you for subscribing to our newsletter.

Parkshore Wealth Management
3007 Douglas Boulevard, Suite 150,
Roseville, CA, 95661,
United States
Hours
Logan, UT OfficeLehi, UT OfficeFolsom, CA OfficeGranite Bay, CA Office

5940 Granite Lake Dr. | Granite Bay, CA 95746 | Office: (916) 797-3007
50 Iron Point Circle, Suite 140 | Folsom, CA 95630 | Office: (916) 797-3007
3300 North Triumph Blvd., Suite 100 | Lehi, UT 84043 | Office: (385) 250-1830
196 South 100 West, Suite 107 | Logan, UT 84321 | Office: (385) 250-1830
© 2025 Parkshore Wealth Management. All rights reserved. Privacy Notice | Form CRS | ADV

DISCLOSURE: At certain places on this Parkshore Wealth Management Internet site, live "links" to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Parkshore Wealth Management. Parkshore Wealth Management does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Parkshore Wealth Management.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.