We are here to help you:
Enjoy a Higher Success Rate Than Doing It on Your Own
Have "Permission" to Do the Things That Are Most Important to You
Make the Most of Your Prime Years by Spending Your Money with Confidence
You're Worried About Making Mistakes
As a high-level employee in the commercial construction industry, you may:
Feel like finances just aren't your thing
Stressed that you could be neglecting crucial details
Worried that you'll have to downsize your retirement lifestyle
We believe you should be able to enjoy your retirement after a lifetime of hard work.
Enjoy Your Hard-Earned Retirement
Our goal is to put the strategies in place so you:
Gain clarity
Your finances will finally be organized and make sense.
Have a path forward
Know what you need to do to get to where you want to go.
Retire comfortably
Enjoy your splurges without worrying about running out of cash.
We Understand How Confusing Managing Your Finances Can Be
We customize a financial blueprint to help build and implement the crucial retirement details in your plan.
All of our advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to help align your money with your goals.
With Enrolled Agents on the team, we provide tax-centered planning.
Sub Out Your Finances to a Specialist
For construction industry professionals, assembling the financial pieces of their retirement often leaves them worried that they’re neglecting crucial details. At Parkshore Wealth Management, we customize a financial blueprint to help build those crucial details into their plan so they can feel confident they'll be able to enjoy their hard-earned retirement.
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We are an independent Registered Investment Advisor working with high-level employees in the commercial construction industry. We get that you've been responsible with your money but that finances aren't really your thing. Since you're already used to subbing out to other specialists, you're looking for a financial specialist you can delegate your retirement plan to. We work with you to help:
-Give you clarity on your ability to retire
-Stop worrying you'll lose retirement income because of mistakes
-Know how much you can spend without worry
Our services include:
-Personal, fee-only financial planning
-Tax planning and preparation (additional fees may apply)
-Cash flow planning and management
-Retirement, tax, and estate planning strategies
-Disciplined portfolio management
-Asset allocation model construction
-Retirement plan rollover guidance
-Advice about stock options
-Resources on many other financial subjects to promote financial wellness
-Second opinion on your current investment portfolio or financial plan
Here’s How to Work with Us
STEP 1
Schedule a Free Consultation
We get to know you and your goals and discuss how we may be able to support you.
STEP 2
Establish the relationship
You decide whether we’re a good fit for each other and if you would like to move forward.
STEP 3
Receive a Framework
We start building the tools that help you live a great life today and tomorrow.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are a professional in the commercial construction industry
Are seeking to retire without worrying about running out of money
Need to know how to assemble your financial pieces into a streamlined approach
Want an ongoing relationship with a financial advisor to help you stay on track for retirement while managing your investments at the same time
Have investable assets of more than $500,000
Take the First Step—Schedule a Chat
Are you ready to stop worrying you're neglecting crucial details that will force you to downsize your retirement lifestyle? Take the first step to feeling confident you have the strategies in place to enjoy your hard-earned retirement. Schedule an introductory chat today.
